Number of Shares
344,563.00
Current Holdings Value*
$20.11 Mil
% of Portfolio
2.03%
Total Estimate Gain
$4.64 Mil
% of Total Estimate Gain
17.92%

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC held 344,563.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $20.11 Mil. This investment constitutes 2.03% of their stock portfolio, and TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC has made 9 purchases of IJH, at an average price of $45.94, for a total of 563,546.00 shares. In addition, there have been 12 sales at an average price of $39.55 for 218,983.00 shares. Based on historical transaction data and IJH's current price of $63.46, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's estimated gain on his IJH holdings is $4.64 Mil, reflecting a 17.92% gain to date.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC IJH ($63.46) Holding Chart

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC IJH ($63.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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