TCBWMS
Texas Capital Bank Wealth Management Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
793
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $286K | Sell |
793
-53
| -6% | -$19.1K | 0.03% | 164 |
|
|
2024
Q4 | $340K | Buy |
846
+84
| +11% | +$33.7K | 0.03% | 126 |
|
|
2024
Q3 | $286K | Sell |
762
-156
| -17% | -$58.6K | 0.03% | 158 |
|
|
2024
Q2 | $335K | Hold |
918
| – | – | 0.03% | 148 |
|
|
2024
Q1 | $309K | Sell |
918
-1,552
| -63% | -$523K | 0.03% | 156 |
|
|
2023
Q4 | $749K | Sell |
2,470
-1,855
| -43% | -$562K | 0.09% | 86 |
|
|
2023
Q3 | $1.15M | Sell |
4,325
-8
| -0.2% | -$2.13K | 0.15% | 72 |
|
|
2023
Q2 | $1.19M | Hold |
4,333
| – | – | 0.13% | 75 |
|
|
2023
Q1 | $1.06M | Sell |
4,333
-205
| -5% | -$50.1K | 0.12% | 77 |
|
|
2022
Q4 | $972K | Hold |
4,538
| – | – | 0.12% | 79 |
|
|
2022
Q3 | $955K | Sell |
4,538
-1,308
| -22% | -$275K | 0.12% | 76 |
|
|
2022
Q2 | $1.28M | Sell |
5,846
-5,518
| -49% | -$1.21M | 0.15% | 69 |
|
|
2022
Q1 | $3.16M | Buy |
11,364
+1,246
| +12% | +$346K | 0.29% | 50 |
|
|
2021
Q4 | $3.09M | Sell |
10,118
-310
| -3% | -$94.7K | 0.27% | 53 |
|
|
2021
Q3 | $2.86M | Hold |
10,428
| – | – | 0.29% | 51 |
|
|
2021
Q2 | $2.83M | Sell |
10,428
-743
| -7% | -$202K | 0.35% | 51 |
|
|
2021
Q1 | $2.72M | Sell |
11,171
-3,826
| -26% | -$930K | 0.39% | 48 |
|
|
2020
Q4 | $3.62M | Sell |
14,997
-45
| -0.3% | -$10.9K | 0.53% | 45 |
|
|
2020
Q3 | $3.26M | Sell |
15,042
-298
| -2% | -$64.6K | 0.53% | 44 |
|
|
2020
Q2 | $2.95M | Sell |
15,340
-1,420
| -8% | -$273K | 0.66% | 28 |
|
|
2020
Q1 | $2.53M | Buy |
16,760
+3,053
| +22% | +$460K | 0.72% | 20 |
|
|
2019
Q4 | $2.41M | Buy |
+13,707
| New | +$2.41M | 0.53% | 33 |
|