Texas Capital Bank Wealth Management Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Sell	2,755 -245	-8%	-$33.2K	0.02%	252
2025 Q4	$411K	Sell	3,000 -154	-5%	-$21.5K	0.02%	218
2025 Q3	$449K	Sell	3,154 -242	-7%	-$34.2K	0.04%	152
2025 Q2	$471K	Buy	3,396 +530	+18%	+$67K	0.04%	139
2025 Q1	$337K	Sell	2,866 -300	-9%	-$38.6K	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%	-$480K	0.04%	132
2024 Q2	$847K	Buy	7,674 +4,421	+136%	+$486K	0.09%	89
2024 Q1	$371K	Sell	3,253 -408	-11%	-$44.1K	0.04%	134
2023 Q4	$382K	Hold	3,661	–	–	0.05%	127
2023 Q3	$334K	Sell	3,661 -50	-1%	-$4.78K	0.04%	146
2023 Q2	$359K	Hold	3,711	–	–	0.04%	139
2023 Q1	$338K	Sell	3,711 -103	-3%	-$9.19K	0.04%	136
2022 Q4	$319K	Sell	3,814 -238	-6%	-$20K	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%	-$8.1K	0.06%	122
2020 Q2	$320K	Sell	4,046 -200	-5%	-$14.5K	0.07%	88
2020 Q1	$258K	Hold	4,246	–	–	0.07%	92
2019 Q4	$324K	Buy	+4,246	New	+$311K	0.07%	100

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.2% in Q1 2026, selling an estimated $33.2K and leaving 2,755 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #252.

Texas Capital Bank Wealth Management Services first reported a position in IWP in Q4 2019 and has held it in 26 quarters since. The position peaked at $847K in Q2 2024. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Texas Capital Bank Wealth Management Services held 2,755 shares of iShares Russell Mid-Cap Growth ETF worth $353K as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 245 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $33.2K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #252 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's iShares Russell Mid-Cap Growth ETF position peaked at $847K in Q2 2024.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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