Texas Capital Bank Wealth Management Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
2,387
-8,663
| -78% | -$1.87M | 0.05% | 133 |
|
|
2025
Q1 | $2.2M | Buy |
11,050
+61
| +0.6% | +$12.2K | 0.22% | 57 |
|
|
2024
Q4 | $2.43M | Sell |
10,989
-361
| -3% | -$79.8K | 0.25% | 49 |
|
|
2024
Q3 | $2.51M | Buy |
11,350
+9,679
| +579% | +$2.14M | 0.25% | 48 |
|
|
2024
Q2 | $339K | Sell |
1,671
-73
| -4% | -$14.8K | 0.04% | 145 |
|
|
2024
Q1 | $367K | Sell |
1,744
-3,936
| -69% | -$828K | 0.04% | 137 |
|
|
2023
Q4 | $1.14M | Sell |
5,680
-76,656
| -93% | -$15.4M | 0.13% | 73 |
|
|
2023
Q3 | $14.6M | Sell |
82,336
-10,588
| -11% | -$1.87M | 1.84% | 10 |
|
|
2023
Q2 | $17.4M | Buy |
92,924
+5,770
| +7% | +$1.08M | 1.87% | 9 |
|
|
2023
Q1 | $15.5M | Buy |
+87,154
| New | +$15.5M | 1.8% | 10 |
|
|
2021
Q3 | – | Sell |
-11,388
| Closed | -$2.61M | – | 153 |
|
|
2021
Q2 | $2.61M | Buy |
11,388
+803
| +8% | +$184K | 0.33% | 55 |
|
|
2021
Q1 | $2.34M | Buy |
10,585
+3,106
| +42% | +$686K | 0.33% | 52 |
|
|
2020
Q4 | $1.47M | Buy |
+7,479
| New | +$1.47M | 0.22% | 64 |
|
|
2020
Q1 | – | Sell |
-9,653
| Closed | -$1.6M | – | 118 |
|
|
2019
Q4 | $1.6M | Buy |
+9,653
| New | +$1.6M | 0.35% | 57 |
|