Luther King Capital Management (LKCM)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$226K | – | 528 |
|
|
2025
Q1 | – | Hold |
0
| – | -$448K | – | 558 |
|
|
2024
Q4 | – | Hold |
0
| – | -$611K | – | 469 |
|
|
2024
Q3 | – | Hold |
0
| – | -$644K | – | 454 |
|
|
2024
Q2 | – | Hold |
0
| – | -$635K | – | 445 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 448 |
|
|
2016
Q3 | – | Sell |
-23,544
| Closed | -$990K | – | 508 |
|
|
2016
Q2 | $990K | Buy |
+23,544
| New | +$990K | 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% | -$33.7K | ﹤0.01% | 430 |
|
|
2014
Q3 | $530K | Sell |
13,388
-132
| -1% | -$5.23K | ﹤0.01% | 448 |
|
|
2014
Q2 | $549K | Sell |
13,520
-204
| -1% | -$8.28K | ﹤0.01% | 447 |
|
|
2014
Q1 | $531K | Sell |
13,724
-448
| -3% | -$17.3K | ﹤0.01% | 436 |
|
|
2013
Q4 | $531K | Buy |
+14,172
| New | +$531K | ﹤0.01% | 436 |
|