Luther King Capital Management (LKCM)’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | -$320K | – | 599 |
|
2025
Q1 | – | Hold |
0
| – | -$348K | – | 516 |
|
2024
Q4 | – | Hold |
0
| – | -$359K | – | 496 |
|
2024
Q3 | – | Hold |
0
| – | -$332K | – | 507 |
|
2024
Q2 | – | Hold |
0
| – | -$349K | – | 509 |
|
2024
Q1 | – | Hold |
0
| – | -$342K | – | 509 |
|
2023
Q4 | – | Hold |
0
| – | -$298K | – | 495 |
|
2023
Q3 | – | Hold |
0
| – | -$310K | – | 513 |
|
2023
Q2 | – | Hold |
0
| – | -$301K | – | 526 |
|
2023
Q1 | – | Hold |
0
| – | -$305K | – | 516 |
|
2022
Q4 | – | Hold |
0
| – | -$284K | – | 512 |
|
2022
Q3 | – | Hold |
0
| – | -$300K | – | 512 |
|
2022
Q2 | – | Hold |
0
| – | -$342K | – | 542 |
|
2022
Q1 | – | Hold |
0
| – | -$352K | – | 525 |
|
2021
Q4 | – | Hold |
0
| – | -$340K | – | 536 |
|
2021
Q3 | – | Hold |
0
| – | -$351K | – | 530 |
|
2021
Q2 | – | Hold |
0
| – | -$338K | – | 535 |
|
2021
Q1 | – | Hold |
0
| – | -$279K | – | 491 |
|
2020
Q4 | – | Hold |
0
| – | -$211K | – | 502 |
|
2020
Q3 | – | Hold |
0
| – | -$304K | – | 500 |
|
2020
Q2 | – | Hold |
0
| – | -$323K | – | 453 |
|
2020
Q1 | – | Hold |
0
| – | -$491K | – | 432 |
|
2019
Q4 | – | Hold |
0
| – | -$253K | – | 426 |
|
2019
Q3 | – | Hold |
0
| – | -$255K | – | 492 |
|
2019
Q2 | – | Hold |
0
| – | -$254K | – | 480 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 481 |
|