Texas Capital Bank Wealth Management Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $17.6M | Sell |
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|
2023
Q2 | $20.3M | Sell |
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|
2023
Q1 | $20.8M | Sell |
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|
2022
Q4 | $33.4M | Sell |
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|
2022
Q3 | $31.9M | Sell |
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|
2022
Q2 | $35.7M | Buy |
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|
2022
Q1 | $37.9M | Buy |
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|
2021
Q4 | $36.9M | Sell |
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|
2021
Q3 | $35.2M | Buy |
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|
2021
Q2 | $35.6M | Buy |
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|
2021
Q1 | $18.8M | Buy |
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