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Texas Capital Bank Wealth Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.41M Buy
3,694
+4
+0.1% +$2.73K 0.14% 84
2025
Q4 		$2.53M Sell
3,690
-37
-1% -$25.1K 0.15% 75
2025
Q3 		$2.49M Buy
3,727
+939
+34% +$605K 0.21% 63
2025
Q2 		$1.73M Sell
2,788
-50
-2% -$28.7K 0.16% 69
2025
Q1 		$1.59M Buy
2,838
+114
+4% +$67.3K 0.16% 67
2024
Q4 		$1.6M Buy
2,724
+99
+4% +$58.6K 0.16% 54
2024
Q3 		$1.51M Hold
2,625
– – 0.15% 58
2024
Q2 		$1.44M Hold
2,625
– – 0.15% 64
2024
Q1 		$1.38M Sell
2,625
-2
-0.1% -$1K 0.15% 64
2023
Q4 		$1.25M Hold
2,627
– – 0.15% 66
2023
Q3 		$1.13M Sell
2,627
-490
-16% -$219K 0.14% 74
2023
Q2 		$1.39M Sell
3,117
-1,931
-38% -$814K 0.15% 70
2023
Q1 		$2.08M Sell
5,048
-679
-12% -$272K 0.24% 59
2022
Q4 		$2.2M Sell
5,727
-1,406
-20% -$543K 0.27% 60
2022
Q3 		$2.56M Hold
7,133
– – 0.33% 53
2022
Q2 		$2.7M Sell
7,133
-40
-0.6% -$16.5K 0.31% 52
2022
Q1 		$3.25M Buy
7,173
+4,108
+134% +$1.84M 0.3% 49
2021
Q4 		$1.46M Hold
3,065
– – 0.13% 68
2021
Q3 		$1.32M Hold
3,065
– – 0.14% 70
2021
Q2 		$1.32M Buy
3,065
+271
+10% +$114K 0.17% 69
2021
Q1 		$1.11M Hold
2,794
– – 0.16% 71
2020
Q4 		$1.05M Sell
2,794
-1,818
-39% -$647K 0.15% 70
2020
Q3 		$1.55M Hold
4,612
– – 0.25% 67
2020
Q2 		$1.43M Sell
4,612
-502
-10% -$147K 0.32% 52
2020
Q1 		$1.32M Sell
5,114
-8
-0.2% -$2.45K 0.38% 52
2019
Q4 		$1.66M Buy
+5,122
New +$1.59M 0.37% 55

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q1 2026, buying an estimated $2.73K and bringing the position to 3,694 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #84.

Texas Capital Bank Wealth Management Services first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.25M in Q1 2022. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,694 shares of iShares Core S&P 500 ETF worth $2.41M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 4 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.73K.
  • iShares Core S&P 500 ETF made up 0.14% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #84 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares Core S&P 500 ETF position peaked at $3.25M in Q1 2022.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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