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

Texas Capital Bank Wealth Management Services’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6M Sell
242,622
-15,963
-6% -$1.59M 1.4% 11
2025
Q4 		$24.9M Buy
258,585
+28,974
+13% +$2.79M 1.44% 12
2025
Q3 		$22.2M Sell
229,611
-25,342
-10% -$2.4M 1.83% 7
2025
Q2 		$23.4M Sell
254,953
-34,931
-12% -$3.02M 2.19% 5
2025
Q1 		$24.7M Sell
289,884
-64,925
-18% -$5.79M 2.49% 5
2024
Q4 		$31.4M Sell
354,809
-31,802
-8% -$2.89M 3.21% 4
2024
Q3 		$34.1M Sell
386,611
-24,898
-6% -$2.1M 3.35% 4
2024
Q2 		$33.4M Sell
411,509
-52,920
-11% -$4.31M 3.47% 4
2024
Q1 		$39.1M Sell
464,429
-161,965
-26% -$12.8M 4.29% 4
2023
Q4 		$48.7M Sell
626,394
-174,409
-22% -$12.4M 5.76% 3
2023
Q3 		$55.5M Sell
800,803
-105,557
-12% -$7.7M 7% 2
2023
Q2 		$66.2M Sell
906,360
-4,388
-0.5% -$305K 7.1% 2
2023
Q1 		$63.7M Sell
910,748
-27,413
-3% -$1.94M 7.38% 2
2022
Q4 		$63.3M Sell
938,161
-103,649
-10% -$6.99M 7.71% 2
2022
Q3 		$64.7M Sell
1,041,810
-153,087
-13% -$10.5M 8.35% 2
2022
Q2 		$77.3M Buy
1,194,897
+18,696
+2% +$1.33M 8.97% 2
2022
Q1 		$91.8M Buy
1,176,201
+128,085
+12% +$9.86M 8.37% 2
2021
Q4 		$87M Buy
1,048,116
+17,750
+2% +$1.46M 7.53% 2
2021
Q3 		$80.6M Buy
1,030,366
+152,769
+17% +$12.2M 8.25% 2
2021
Q2 		$69.5M Buy
877,597
+73,618
+9% +$5.71M 8.71% 2
2021
Q1 		$59.4M Buy
803,979
+69,010
+9% +$4.99M 8.48% 2
2020
Q4 		$50.4M Buy
734,969
+22,316
+3% +$1.42M 7.42% 2
2020
Q3 		$40.9M Buy
712,653
+67,189
+10% +$3.82M 6.67% 2
2020
Q2 		$34.6M Buy
645,464
+117,664
+22% +$5.9M 7.74% 2
2020
Q1 		$22.8M Buy
527,800
+67,146
+15% +$3.7M 6.5% 3
2019
Q4 		$27.5M Buy
+460,654
New +$26.4M 6.07% 3

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.2% in Q1 2026, selling an estimated $1.59M and leaving 242,622 shares worth $23.6M. The position accounts for 1.4% of the portfolio, ranked #11.

Texas Capital Bank Wealth Management Services first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $91.8M in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 242,622 shares of iShares Russell Mid-Cap ETF worth $23.6M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 15,963 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.59M.
  • iShares Russell Mid-Cap ETF made up 1.4% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #11 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares Russell Mid-Cap ETF position peaked at $91.8M in Q1 2022.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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