Luther King Capital Management (LKCM)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	495
2026 Q1	–	Hold	0	–	–	–	503
2025 Q4	–	Hold	0	–	–	–	512
2025 Q3	–	Hold	0	–	–	–	511
2025 Q2	–	Hold	0	–	–	–	505
2025 Q1	–	Hold	0	–	–	–	515
2024 Q4	–	Hold	0	–	–	–	520
2024 Q3	–	Hold	0	–	–	–	525
2024 Q2	–	Hold	0	–	–	–	537
2024 Q1	–	Hold	0	–	–	–	535
2023 Q4	–	Hold	0	–	–	–	531
2023 Q3	–	Hold	0	–	–	–	357
2023 Q2	–	Hold	0	–	–	–	367
2023 Q1	–	Hold	0	–	–	–	350
2022 Q4	–	Hold	0	–	–	–	346
2022 Q3	–	Hold	0	–	–	–	339
2022 Q2	–	Hold	0	–	–	–	350
2022 Q1	–	Hold	0	–	–	–	338
2021 Q4	–	Hold	0	–	–	–	332
2021 Q3	–	Hold	0	–	–	–	320
2021 Q2	–	Hold	0	–	–	–	344
2021 Q1	–	Hold	0	–	–	–	328
2020 Q4	–	Hold	0	–	–	–	321
2020 Q3	–	Hold	0	–	–	–	317
2020 Q2	–	Hold	0	–	–	–	316
2020 Q1	–	Hold	0	–	–	–	321
2019 Q4	–	Hold	0	–	–	–	333
2019 Q3	–	Hold	0	–	–	–	330
2019 Q2	–	Hold	0	–	–	–	327
2019 Q1	–	Hold	0	–	–	–	335
2018 Q4	–	Hold	0	–	–	–	330
2018 Q3	–	Sell	-12,588	Closed	-$1.27M	–	335
2018 Q2	$1.19M	Hold	12,588	–	–	0.01%	325
2018 Q1	$1.09M	Hold	12,588	–	–	0.01%	339
2017 Q4	$1.07M	Hold	12,588	–	–	0.01%	351
2017 Q3	$1.03M	Hold	12,588	–	–	0.01%	349
2017 Q2	$982K	Hold	12,588	–	–	0.01%	348
2017 Q1	$963K	Hold	12,588	–	–	0.01%	350
2016 Q4	$944K	Buy	12,588 +666	+6%	+$47K	0.01%	349
2016 Q3	$817K	Hold	11,922	–	–	0.01%	361
2016 Q2	$765K	Hold	11,922	–	–	0.01%	371
2016 Q1	$740K	Hold	11,922	–	–	0.01%	371
2015 Q4	$741K	Hold	11,922	–	–	0.01%	379
2015 Q3	$716K	Buy	11,922 +1,722	+17%	+$110K	0.01%	378
2015 Q2	$668K	Hold	10,200	–	–	0.01%	407
2015 Q1	$664K	Hold	10,200	–	–	0.01%	401
2014 Q4	$624K	Hold	10,200	–	–	0.01%	414
2014 Q3	$574K	Hold	10,200	–	–	﹤0.01%	443
2014 Q2	$616K	Hold	10,200	–	–	﹤0.01%	433
2014 Q1	$607K	Hold	10,200	–	–	﹤0.01%	423
2013 Q4	$605K	Sell	10,200 -160	-2%	-$9.11K	﹤0.01%	427
2013 Q3	$561K	Hold	10,360	–	–	﹤0.01%	521
2013 Q2	$502K	Buy	+10,360	New	+$493K	﹤0.01%	539

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IJT Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 0 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Luther King Capital Management (LKCM) first reported a position in IJT in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.19M in Q2 2018. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of iShares S&P Small-Cap 600 Growth ETF worth $461K as of Q2 2026.
Luther King Capital Management (LKCM) left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #495 holding.
Luther King Capital Management (LKCM) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 21 quarters since.
Luther King Capital Management (LKCM)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $1.19M in Q2 2018.
817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.