Texas Capital Bank Wealth Management Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.6M	Sell	364,415 -8,769	-2%	-$608K	1.46%	9
2025 Q4	$24.6M	Buy	373,184 +15,124	+4%	+$991K	1.42%	13
2025 Q3	$23.4M	Buy	358,060 +9,557	+3%	+$614K	1.92%	6
2025 Q2	$21.6M	Buy	348,503 +3,940	+1%	+$231K	2.02%	6
2025 Q1	$20.1M	Buy	344,563 +95,039	+38%	+$5.9M	2.03%	6
2024 Q4	$15.5M	Buy	249,524 +4,008	+2%	+$257K	1.59%	7
2024 Q3	$15.3M	Buy	245,516 +1,774	+0.7%	+$107K	1.5%	9
2024 Q2	$14.3M	Buy	243,742 +23,795	+11%	+$1.4M	1.48%	9
2024 Q1	$13.4M	Sell	219,947 -11,678	-5%	-$661K	1.47%	9
2023 Q4	$12.8M	Buy	231,625 +67,600	+41%	+$3.43M	1.52%	9
2023 Q3	$8.18M	Buy	164,025 +3,860	+2%	+$202K	1.03%	21
2023 Q2	$8.38M	Sell	160,165 -12,025	-7%	-$598K	0.9%	36
2023 Q1	$8.62M	Sell	172,190 -4,070	-2%	-$207K	1%	34
2022 Q4	$8.53M	Sell	176,260 -5,040	-3%	-$243K	1.04%	28
2022 Q3	$7.95M	Buy	181,300 +830	+0.5%	+$40.1K	1.03%	31
2022 Q2	$8.17M	Sell	180,470 -3,435	-2%	-$170K	0.95%	38
2022 Q1	$9.87M	Sell	183,905 -755	-0.4%	-$40.2K	0.9%	39
2021 Q4	$10.5M	Buy	184,660 +765	+0.4%	+$42.6K	0.9%	40
2021 Q3	$9.68M	Sell	183,895 -2,235	-1%	-$120K	0.99%	38
2021 Q2	$10M	Sell	186,130 -385	-0.2%	-$20.8K	1.25%	17
2021 Q1	$9.71M	Sell	186,515 -690	-0.4%	-$34.5K	1.39%	16
2020 Q4	$8.61M	Sell	187,205 -18,060	-9%	-$761K	1.27%	15
2020 Q3	$7.61M	Sell	205,265 -38,970	-16%	-$1.46M	1.24%	15
2020 Q2	$8.69M	Sell	244,235 -43,420	-15%	-$1.44M	1.94%	9
2020 Q1	$8.28M	Sell	287,655 -78,220	-21%	-$2.91M	2.36%	9
2019 Q4	$15.1M	Buy	+365,875	New	+$14.5M	3.33%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's IJH Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2026, selling an estimated $608K and leaving 364,415 shares worth $24.6M. The position accounts for 1.46% of the portfolio, ranked #9.

Texas Capital Bank Wealth Management Services first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.6M in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Texas Capital Bank Wealth Management Services held 364,415 shares of iShares Core S&P Mid-Cap ETF worth $24.6M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 8,769 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $608K.
iShares Core S&P Mid-Cap ETF made up 1.46% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #9 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's iShares Core S&P Mid-Cap ETF position peaked at $24.6M in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.