Texas Capital Bank Wealth Management Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.25M | Hold |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.2M | Sell |
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|
2022
Q3 | $2.56M | Hold |
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|
2022
Q2 | $2.7M | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $1.46M | Hold |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.55M | Hold |
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|
2020
Q2 | $1.43M | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.66M | Buy |
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