Texas Capital Bank Wealth Management Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
3,396
+530
| +18% | +$73.5K | 0.04% | 139 |
|
|
2025
Q1 | $337K | Sell |
2,866
-300
| -9% | -$35.2K | 0.03% | 151 |
|
|
2024
Q4 | $401K | Sell |
3,166
-219
| -6% | -$27.8K | 0.04% | 119 |
|
|
2024
Q3 | $397K | Sell |
3,385
-4,289
| -56% | -$503K | 0.04% | 132 |
|
|
2024
Q2 | $847K | Buy |
7,674
+4,421
| +136% | +$488K | 0.09% | 89 |
|
|
2024
Q1 | $371K | Sell |
3,253
-408
| -11% | -$46.6K | 0.04% | 134 |
|
|
2023
Q4 | $382K | Hold |
3,661
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $334K | Sell |
3,661
-50
| -1% | -$4.57K | 0.04% | 146 |
|
|
2023
Q2 | $359K | Hold |
3,711
| – | – | 0.04% | 139 |
|
|
2023
Q1 | $338K | Sell |
3,711
-103
| -3% | -$9.38K | 0.04% | 136 |
|
|
2022
Q4 | $319K | Sell |
3,814
-238
| -6% | -$19.9K | 0.04% | 127 |
|
|
2022
Q3 | $318K | Hold |
4,052
| – | – | 0.04% | 113 |
|
|
2022
Q2 | $321K | Hold |
4,052
| – | – | 0.04% | 110 |
|
|
2022
Q1 | $407K | Buy |
4,052
+102
| +3% | +$10.2K | 0.04% | 112 |
|
|
2021
Q4 | $455K | Hold |
3,950
| – | – | 0.04% | 113 |
|
|
2021
Q3 | $443K | Hold |
3,950
| – | – | 0.05% | 107 |
|
|
2021
Q2 | $447K | Hold |
3,950
| – | – | 0.06% | 101 |
|
|
2021
Q1 | $403K | Hold |
3,950
| – | – | 0.06% | 103 |
|
|
2020
Q4 | $405K | Hold |
3,950
| – | – | 0.06% | 101 |
|
|
2020
Q3 | $341K | Sell |
3,950
-96
| -2% | -$8.29K | 0.06% | 122 |
|
|
2020
Q2 | $320K | Sell |
4,046
-200
| -5% | -$15.8K | 0.07% | 88 |
|
|
2020
Q1 | $258K | Hold |
4,246
| – | – | 0.07% | 92 |
|
|
2019
Q4 | $324K | Buy |
+4,246
| New | +$324K | 0.07% | 100 |
|