Texas Capital Bank Wealth Management Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.71M	Hold	40,094	–	–	0.34%	47
2025 Q4	$5.96M	Buy	40,094 +3,098	+8%	+$457K	0.34%	45
2025 Q3	$5.39M	Buy	36,996 +15,243	+70%	+$2.14M	0.44%	46
2025 Q2	$2.94M	Buy	21,753 +13,861	+176%	+$1.73M	0.27%	52
2025 Q1	$963K	Hold	7,892	–	–	0.1%	85
2024 Q4	$1.02M	Buy	7,892 +188	+2%	+$24.3K	0.1%	69
2024 Q3	$968K	Hold	7,704	–	–	0.1%	77
2024 Q2	$915K	Hold	7,704	–	–	0.1%	83
2024 Q1	$888K	Hold	7,704	–	–	0.1%	88
2023 Q4	$811K	Hold	7,704	–	–	0.1%	82
2023 Q3	$726K	Sell	7,704 -67,253	-90%	-$6.61M	0.09%	96
2023 Q2	$7.33M	Hold	74,957	–	–	0.79%	43
2023 Q1	$6.79M	Hold	74,957	–	–	0.79%	44
2022 Q4	$6.36M	Hold	74,957	–	–	0.77%	44
2022 Q3	$5.96M	Hold	74,957	–	–	0.77%	42
2022 Q2	$6.28M	Sell	74,957 -1,030	-1%	-$93.8K	0.73%	44
2022 Q1	$7.67M	Sell	75,987 -59	-0.1%	-$5.88K	0.7%	41
2021 Q4	$8.13M	Hold	76,046	–	–	0.7%	41
2021 Q3	$7.48M	Buy	76,046 +59	+0.1%	+$5.97K	0.77%	40
2021 Q2	$7.5M	Hold	75,987	–	–	0.94%	30
2021 Q1	$6.96M	Hold	75,987	–	–	0.99%	22
2020 Q4	$6.55M	Hold	75,987	–	–	0.96%	22
2020 Q3	$5.74M	Hold	75,987	–	–	0.94%	22
2020 Q2	$5.28M	Sell	75,987 -4,862	-6%	-$318K	1.18%	15
2020 Q1	$4.63M	Sell	80,849 -1,292	-2%	-$88.7K	1.32%	15
2019 Q4	$5.97M	Buy	+82,141	New	+$5.72M	1.32%	14

Other funds holding ITOT

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 40,094 shares worth $5.71M. The position accounts for 0.34% of the portfolio, ranked #47.

Texas Capital Bank Wealth Management Services first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.13M in Q4 2021. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Texas Capital Bank Wealth Management Services held 40,094 shares of iShares Core S&P Total US Stock Market ETF worth $5.71M as of Q1 2026.
Texas Capital Bank Wealth Management Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #47 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's iShares Core S&P Total US Stock Market ETF position peaked at $8.13M in Q4 2021.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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