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 Q2	$2.68M	Sell	3,577 -117	-3%	-$85.2K	0.14%	86
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's IVV Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, selling an estimated $85.2K and leaving 3,577 shares worth $2.68M. The position accounts for 0.14% of the portfolio, ranked #86.

Texas Capital Bank Wealth Management Services first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.25M in Q1 2022. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Texas Capital Bank Wealth Management Services held 3,577 shares of iShares Core S&P 500 ETF worth $2.68M as of Q2 2026.
Texas Capital Bank Wealth Management Services sold 117 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $85.2K.
iShares Core S&P 500 ETF made up 0.14% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #86 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 27 quarters since.
Texas Capital Bank Wealth Management Services's iShares Core S&P 500 ETF position peaked at $3.25M in Q1 2022.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.