Texas Capital Bank Wealth Management Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
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2025
Q1 | $515K | Sell |
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|
2024
Q4 | $980K | Buy |
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|
2024
Q3 | $993K | Buy |
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|
2024
Q2 | $882K | Hold |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $2.21M | Hold |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.62M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.45M | Buy |
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|
2021
Q4 | $1.97M | Hold |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $833K | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.55M | Buy |
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