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Texas Capital Bank Wealth Management Services’s iShares Russell 2000 ETF IWM Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.4M Buy
9,663
+3,643
+61% +$940K 0.14% 85
2025
Q4 		$1.48M Buy
6,020
+3,314
+122% +$815K 0.09% 107
2025
Q3 		$655K Buy
2,706
+319
+13% +$73.2K 0.05% 118
2025
Q2 		$515K Sell
2,387
-8,663
-78% -$1.74M 0.05% 133
2025
Q1 		$2.2M Buy
11,050
+61
+0.6% +$13.2K 0.22% 57
2024
Q4 		$2.43M Sell
10,989
-361
-3% -$82.3K 0.25% 49
2024
Q3 		$2.51M Buy
11,350
+9,679
+579% +$2.07M 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% -$785K 0.04% 137
2023
Q4 		$1.14M Sell
5,680
-76,656
-93% -$13.7M 0.13% 73
2023
Q3 		$14.6M Sell
82,336
-10,588
-11% -$1.99M 1.84% 10
2023
Q2 		$17.4M Buy
92,924
+5,770
+7% +$1.03M 1.87% 9
2023
Q1 		$15.5M Buy
+87,154
New +$16M 1.8% 10
2021
Q3 		– Sell
-11,388
Closed -$2.61M – 153
2021
Q2 		$2.61M Buy
11,388
+803
+8% +$181K 0.33% 55
2021
Q1 		$2.34M Buy
10,585
+3,106
+42% +$678K 0.33% 52
2020
Q4 		$1.47M Buy
+7,479
New +$1.31M 0.22% 64
2020
Q1 		– Sell
-9,653
Closed -$1.6M – 118
2019
Q4 		$1.6M Buy
+9,653
New +$1.53M 0.35% 57

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its iShares Russell 2000 ETF (IWM) stake by 61% in Q1 2026, buying an estimated $940K and bringing the position to 9,663 shares worth $2.4M. The position accounts for 0.14% of the portfolio, ranked #85.

Texas Capital Bank Wealth Management Services first reported a position in IWM in Q4 2019 and has held it in 17 quarters since. The position peaked at $17.4M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 9,663 shares of iShares Russell 2000 ETF worth $2.4M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 3,643 iShares Russell 2000 ETF shares in Q1 2026, an estimated $940K.
  • iShares Russell 2000 ETF made up 0.14% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #85 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 17 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares Russell 2000 ETF position peaked at $17.4M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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