iShares S&P 500 Value Index shares owned by Texas Capital Bank Wealth Management Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Texas Capital Bank Wealth Management Services
from 13F filings
Historical chart of Texas Capital Bank Wealth Management Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Texas Capital Bank Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 12k | 173.89 |
| 2023-09-30 | $18M | 114k | 153.84 |
| 2023-06-30 | $20M | 126k | 161.19 |
| 2023-03-31 | $21M | 137k | 151.76 |
| 2022-12-31 | $33M | 231k | 145.07 |
| 2022-09-30 | $32M | 248k | 128.52 |
| 2022-06-30 | $36M | 260k | 137.46 |
| 2022-03-31 | $38M | 243k | 155.72 |
| 2021-12-31 | $37M | 236k | 156.63 |
| 2021-09-30 | $35M | 242k | 145.42 |
| 2021-06-30 | $36M | 241k | 147.64 |
| 2021-03-31 | $19M | 133k | 141.24 |
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