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

Texas Capital Bank Wealth Management Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73M Sell
24,145
-69,158
-74% -$8.32M 0.16% 79
2025
Q4 		$11.5M Buy
93,303
+29,354
+46% +$3.59M 0.66% 31
2025
Q3 		$7.72M Buy
63,949
+33,121
+107% +$3.81M 0.64% 35
2025
Q2 		$3.39M Buy
30,828
+17,972
+140% +$1.78M 0.32% 51
2025
Q1 		$1.19M Sell
12,856
-959
-7% -$96.7K 0.12% 74
2024
Q4 		$1.4M Sell
13,815
-406
-3% -$40.5K 0.14% 57
2024
Q3 		$1.36M Sell
14,221
-5,755
-29% -$531K 0.13% 65
2024
Q2 		$1.85M Sell
19,976
-948
-5% -$81.7K 0.19% 54
2024
Q1 		$1.77M Sell
20,924
-3,249
-13% -$261K 0.19% 57
2023
Q4 		$1.82M Sell
24,173
-1,860
-7% -$132K 0.21% 53
2023
Q3 		$1.78M Sell
26,033
-21,641
-45% -$1.53M 0.22% 60
2023
Q2 		$3.36M Sell
47,674
-8,943
-16% -$591K 0.36% 52
2023
Q1 		$3.62M Sell
56,617
-768
-1% -$46.9K 0.42% 51
2022
Q4 		$3.36M Sell
57,385
-3,802
-6% -$228K 0.41% 49
2022
Q3 		$3.54M Sell
61,187
-593
-1% -$38.5K 0.46% 48
2022
Q2 		$3.73M Sell
61,780
-382,155
-86% -$25.3M 0.43% 50
2022
Q1 		$33.9M Buy
443,935
+39,822
+10% +$2.99M 3.09% 6
2021
Q4 		$33.8M Buy
404,113
+14,354
+4% +$1.16M 2.93% 8
2021
Q3 		$28.8M Buy
389,759
+270,583
+227% +$20.6M 2.95% 6
2021
Q2 		$8.67M Sell
119,176
-197,912
-62% -$13.7M 1.09% 19
2021
Q1 		$20.6M Sell
317,088
-173,151
-35% -$11.2M 2.95% 4
2020
Q4 		$31.3M Buy
490,239
+18,707
+4% +$1.13M 4.61% 3
2020
Q3 		$27.2M Buy
471,532
+35,904
+8% +$2.03M 4.44% 4
2020
Q2 		$22.6M Buy
435,628
+56,316
+15% +$2.7M 5.05% 4
2020
Q1 		$15.7M Buy
379,312
+16,676
+5% +$789K 4.46% 4
2019
Q4 		$17.6M Buy
+362,636
New +$16.8M 3.88% 4

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 74% in Q1 2026, selling an estimated $8.32M and leaving 24,145 shares worth $2.73M. The position accounts for 0.16% of the portfolio, ranked #79.

Texas Capital Bank Wealth Management Services first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $33.9M in Q1 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 24,145 shares of iShares S&P 500 Growth ETF worth $2.73M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 69,158 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.32M.
  • iShares S&P 500 Growth ETF made up 0.16% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #79 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares S&P 500 Growth ETF position peaked at $33.9M in Q1 2022.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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