Texas Capital Bank Wealth Management Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Hold	6,507	–	–	0.06%	137
2025 Q4	$1.09M	Hold	6,507	–	–	0.06%	129
2025 Q3	$1.07M	Hold	6,507	–	–	0.09%	90
2025 Q2	$979K	Hold	6,507	–	–	0.09%	96
2025 Q1	$827K	Hold	6,507	–	–	0.08%	93
2024 Q4	$907K	Sell	6,507 -26	-0.4%	-$3.57K	0.09%	76
2024 Q3	$862K	Sell	6,533 -2,110	-24%	-$268K	0.08%	84
2024 Q2	$1.1M	Hold	8,643	–	–	0.11%	74
2024 Q1	$1.01M	Sell	8,643 -2,981	-26%	-$332K	0.11%	79
2023 Q4	$1.21M	Hold	11,624	–	–	0.14%	70
2023 Q3	$1.1M	Hold	11,624	–	–	0.14%	75
2023 Q2	$1.13M	Sell	11,624 -2,149	-16%	-$197K	0.12%	76
2023 Q1	$1.22M	Hold	13,773	–	–	0.14%	71
2022 Q4	$1.12M	Hold	13,773	–	–	0.14%	73
2022 Q3	$1.1M	Hold	13,773	–	–	0.14%	71
2022 Q2	$1.15M	Sell	13,773 -409	-3%	-$37.5K	0.13%	72
2022 Q1	$1.5M	Hold	14,182	–	–	0.14%	68
2021 Q4	$1.64M	Hold	14,182	–	–	0.14%	64
2021 Q3	$1.45M	Hold	14,182	–	–	0.15%	66
2021 Q2	$1.43M	Sell	14,182 -5,556	-28%	-$535K	0.18%	64
2021 Q1	$1.79M	Sell	19,738 -8,116	-29%	-$731K	0.26%	57
2020 Q4	$2.47M	Hold	27,854	–	–	0.36%	55
2020 Q3	$2.23M	Sell	27,854 -29	-0.1%	-$2.27K	0.36%	55
2020 Q2	$2M	Sell	27,883 -1,344	-5%	-$89.3K	0.45%	47
2020 Q1	$1.67M	Sell	29,227 -143	-0.5%	-$9.41K	0.48%	42
2019 Q4	$1.99M	Buy	+29,370	New	+$1.9M	0.44%	46

Other funds holding IUSG

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

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 6,507 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #137.

Texas Capital Bank Wealth Management Services first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.47M in Q4 2020. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Texas Capital Bank Wealth Management Services held 6,507 shares of iShares Core S&P US Growth ETF worth $1.01M as of Q1 2026.
Texas Capital Bank Wealth Management Services left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.06% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #137 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's iShares Core S&P US Growth ETF position peaked at $2.47M in Q4 2020.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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