TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC IWR Holdings History
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC held 289,884.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $24.66 Mil. This investment constitutes 2.49% of their stock portfolio, and TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC now holds 0.06% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2019Q4. And since then TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC has made 10 purchases of IWR, at an average price of $63.99, for a total of 1.19 Mil shares. In addition, there have been 11 sales at an average price of $74.79 for 905,013.00 shares. Based on historical transaction data and IWR's current price of $93.91, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's estimated gain on his IWR holdings is $18.44 Mil, reflecting a 24.12% gain to date.
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC IWR ($93.91) Holding Chart
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC IWR ($93.91) 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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