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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2016
Q3
Sell
2016
Q2
$990K Buy
2015
Q3
Sell
2015
Q2
$536K Hold
2015
Q1
$544K Hold
2014
Q4
$525K Sell
2014
Q3
$530K Sell
2014
Q2
$549K Sell
2014
Q1
$531K Sell
2013
Q4
$531K Buy