Luther King Capital Management (LKCM)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	528
2025 Q1	–	Hold	0	–	–	–	558
2024 Q4	–	Hold	0	–	–	–	469
2024 Q3	–	Hold	0	–	–	–	454
2024 Q2	–	Hold	0	–	–	–	445
2024 Q1	–	Hold	0	–	–	–	448
2016 Q3	–	Sell	-23,544	Closed	-$990K	–	508
2016 Q2	$990K	Buy	+23,544	New	+$972K	0.01%	348
2015 Q3	–	Sell	-12,580	Closed	-$536K	–	549
2015 Q2	$536K	Hold	12,580	–	–	﹤0.01%	423
2015 Q1	$544K	Hold	12,580	–	–	﹤0.01%	424
2014 Q4	$525K	Sell	12,580 -808	-6%	-$32.8K	﹤0.01%	430
2014 Q3	$530K	Sell	13,388 -132	-1%	-$5.32K	﹤0.01%	449
2014 Q2	$549K	Sell	13,520 -204	-1%	-$7.95K	﹤0.01%	447
2014 Q1	$531K	Sell	13,724 -448	-3%	-$17K	﹤0.01%	436
2013 Q4	$531K	Buy	+14,172	New	+$512K	﹤0.01%	436

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IWR Position: Q2 2025 in Review

Luther King Capital Management (LKCM) held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2025 at 0 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Luther King Capital Management (LKCM) first reported a position in IWR in Q4 2013 and has held it in 8 quarters since. The position peaked at $990K in Q2 2016. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Luther King Capital Management (LKCM) held 0 shares of iShares Russell Mid-Cap ETF worth $276K as of Q2 2025.
Luther King Capital Management (LKCM) left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2025, its #528 holding.
Luther King Capital Management (LKCM) first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 8 quarters since.
Luther King Capital Management (LKCM)'s iShares Russell Mid-Cap ETF position peaked at $990K in Q2 2016.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2025, filed 7 Aug 2025.