Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Luther King Capital Management (LKCM)’s
iShares Russell 1000 Value ETF
IWD
Stock Holding History
Luther King Capital Management (LKCM)’s Portfolio
IWD Stock Details
IWD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Hold
0
–
–
–
577
2024
Q3
–
Hold
0
–
–
–
584
2022
Q1
–
Hold
0
–
–
–
570
2021
Q4
–
Hold
0
–
–
–
579
2021
Q3
–
Hold
0
–
–
–
564
2021
Q2
–
Hold
0
–
–
–
596
2021
Q1
–
Hold
0
–
–
–
497
2020
Q4
–
Hold
0
–
–
–
498
2020
Q3
–
Hold
0
–
–
–
480
2020
Q2
–
Hold
0
–
–
–
471
2020
Q1
–
Hold
0
–
–
–
469
2019
Q4
–
Hold
0
–
–
–
520
2019
Q3
–
Hold
0
–
–
–
515
2019
Q2
–
Hold
0
–
–
–
500
2019
Q1
–
Hold
0
–
–
–
501
Other funds holding IWD
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Goldman Sachs
New York
$1.15T AUM
47.82%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$2.3T AUM
54.33%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$56.3B AUM
17.83%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$424B AUM
22.96%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$369B AUM
28.27%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$72.7B AUM
26.4%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close