Texas Capital Bank Wealth Management Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Sell	16,473 -4,325	-21%	-$534K	0.19%	65
2025 Q1	$2.49M	Buy	20,798 +14,298	+220%	+$1.71M	0.25%	54
2024 Q4	$812K	Hold	6,500	–	–	0.08%	84
2024 Q3	$804K	Buy	6,500 +2,056	+46%	+$254K	0.08%	87
2024 Q2	$504K	Buy	+4,444	New	+$504K	0.05%	117