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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.85M	Sell	55,073 -55,377	-50%	-$7.04M	0.41%	42
2025 Q4	$13.3M	Buy	+110,450	New	+$13.2M	0.77%	27
2021 Q3	–	Sell	-2,002	Closed	-$226K	–	152
2021 Q2	$226K	Buy	+2,002	New	+$223K	0.03%	132
2020 Q1	–	Sell	-82,666	Closed	-$6.93M	–	116
2019 Q4	$6.93M	Buy	+82,666	New	+$6.65M	1.53%	13

Other funds holding IJR

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Texas Capital Bank Wealth Management Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 50% in Q1 2026, selling an estimated $7.04M and leaving 55,073 shares worth $6.85M. The position accounts for 0.41% of the portfolio, ranked #42.

Texas Capital Bank Wealth Management Services first reported a position in IJR in Q4 2019 and has held it in 4 quarters since. The position peaked at $13.3M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Texas Capital Bank Wealth Management Services held 55,073 shares of iShares Core S&P Small-Cap ETF worth $6.85M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 55,377 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $7.04M.
iShares Core S&P Small-Cap ETF made up 0.41% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #42 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
Texas Capital Bank Wealth Management Services's iShares Core S&P Small-Cap ETF position peaked at $13.3M in Q4 2025.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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