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Texas Capital Bank Wealth Management Services’s iShares Russell 1000 ETF IWB Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7M Sell
41,136
-1,131
-3% -$421K 0.87% 20
2025
Q4 		$15.8M Buy
42,267
+13,141
+45% +$4.87M 0.91% 18
2025
Q3 		$10.6M Buy
29,126
+248
+0.9% +$87.4K 0.88% 28
2025
Q2 		$9.81M Sell
28,878
-58
-0.2% -$18.2K 0.92% 23
2025
Q1 		$8.88M Sell
28,936
-213
-0.7% -$68.9K 0.9% 22
2024
Q4 		$9.39M Buy
29,149
+272
+0.9% +$88.1K 0.96% 24
2024
Q3 		$9.08M Sell
28,877
-118
-0.4% -$35.7K 0.89% 28
2024
Q2 		$8.63M Sell
28,995
-46
-0.2% -$13.2K 0.9% 24
2024
Q1 		$8.36M Sell
29,041
-8,782
-23% -$2.41M 0.92% 23
2023
Q4 		$9.92M Sell
37,823
-11,517
-23% -$2.82M 1.17% 15
2023
Q3 		$11.6M Sell
49,340
-1,919
-4% -$470K 1.46% 11
2023
Q2 		$12.5M Sell
51,259
-72
-0.1% -$16.6K 1.34% 13
2023
Q1 		$11.6M Sell
51,331
-3,753
-7% -$826K 1.34% 14
2022
Q4 		$11.6M Sell
55,084
-11,008
-17% -$2.33M 1.41% 13
2022
Q3 		$13M Sell
66,092
-2,344
-3% -$514K 1.68% 8
2022
Q2 		$14.2M Buy
68,436
+1,700
+3% +$384K 1.65% 9
2022
Q1 		$16.7M Sell
66,736
-228
-0.3% -$56.3K 1.52% 11
2021
Q4 		$17.7M Sell
66,964
-388
-0.6% -$99.9K 1.53% 12
2021
Q3 		$16.3M Buy
67,352
+695
+1% +$173K 1.67% 10
2021
Q2 		$16.1M Sell
66,657
-69
-0.1% -$16.3K 2.02% 9
2021
Q1 		$14.9M Sell
66,726
-59
-0.1% -$12.9K 2.13% 9
2020
Q4 		$14.1M Sell
66,785
-2,263
-3% -$452K 2.08% 9
2020
Q3 		$12.9M Sell
69,048
-574
-0.8% -$106K 2.11% 8
2020
Q2 		$12M Buy
69,622
+7,107
+11% +$1.15M 2.67% 7
2020
Q1 		$8.85M Buy
62,515
+32,847
+111% +$5.55M 2.52% 8
2019
Q4 		$5.29M Buy
+29,668
New +$5.06M 1.17% 17

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q1 2026, selling an estimated $421K and leaving 41,136 shares worth $14.7M. The position accounts for 0.87% of the portfolio, ranked #20.

Texas Capital Bank Wealth Management Services first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.7M in Q4 2021. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 41,136 shares of iShares Russell 1000 ETF worth $14.7M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 1,131 iShares Russell 1000 ETF shares in Q1 2026, an estimated $421K.
  • iShares Russell 1000 ETF made up 0.87% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #20 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares Russell 1000 ETF position peaked at $17.7M in Q4 2021.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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