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

Texas Capital Bank Wealth Management Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45M Sell
6,774
-56
-0.8% -$12.3K 0.09% 109
2025
Q4 		$1.44M Buy
6,830
+4,409
+182% +$911K 0.08% 110
2025
Q3 		$493K Sell
2,421
-310
-11% -$61.7K 0.04% 146
2025
Q2 		$530K Sell
2,731
-4
-0.1% -$741 0.05% 131
2025
Q1 		$515K Sell
2,735
-2,559
-48% -$487K 0.05% 126
2024
Q4 		$980K Buy
5,294
+63
+1% +$12.1K 0.1% 70
2024
Q3 		$993K Buy
5,231
+173
+3% +$31.5K 0.1% 76
2024
Q2 		$882K Hold
5,058
– – 0.09% 87
2024
Q1 		$906K Sell
5,058
-2,576
-34% -$436K 0.1% 87
2023
Q4 		$1.26M Sell
7,634
-6,908
-48% -$1.07M 0.15% 65
2023
Q3 		$2.21M Hold
14,542
– – 0.28% 54
2023
Q2 		$2.3M Sell
14,542
-1,978
-12% -$302K 0.25% 60
2023
Q1 		$2.52M Buy
16,520
+1,620
+11% +$250K 0.29% 56
2022
Q4 		$2.26M Sell
14,900
-4,363
-23% -$653K 0.28% 59
2022
Q3 		$2.62M Buy
19,263
+2,072
+12% +$311K 0.34% 52
2022
Q2 		$2.49M Buy
17,191
+2,420
+16% +$379K 0.29% 55
2022
Q1 		$2.45M Buy
14,771
+3,031
+26% +$498K 0.22% 56
2021
Q4 		$1.97M Hold
11,740
– – 0.17% 60
2021
Q3 		$1.84M Buy
11,740
+162
+1% +$26K 0.19% 60
2021
Q2 		$1.84M Buy
11,578
+3,739
+48% +$592K 0.23% 59
2021
Q1 		$1.19M Buy
7,839
+3,829
+95% +$554K 0.17% 68
2020
Q4 		$548K Hold
4,010
– – 0.08% 84
2020
Q3 		$474K Sell
4,010
-3,386
-46% -$402K 0.08% 103
2020
Q2 		$833K Sell
7,396
-3,743
-34% -$412K 0.19% 64
2020
Q1 		$1.1M Sell
11,139
-237
-2% -$29.5K 0.32% 55
2019
Q4 		$1.55M Buy
+11,376
New +$1.5M 0.34% 58

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.82% in Q1 2026, selling an estimated $12.3K and leaving 6,774 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #109.

Texas Capital Bank Wealth Management Services first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.62M in Q3 2022. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 6,774 shares of iShares Russell 1000 Value ETF worth $1.45M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 56 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $12.3K.
  • iShares Russell 1000 Value ETF made up 0.09% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #109 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares Russell 1000 Value ETF position peaked at $2.62M in Q3 2022.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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