Luther King Capital Management (LKCM)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$668K | – | 600 |
|
|
2025
Q1 | – | Hold |
0
| – | -$694K | – | 443 |
|
|
2024
Q4 | – | Hold |
0
| – | -$720K | – | 430 |
|
|
2024
Q3 | – | Hold |
0
| – | -$889K | – | 434 |
|
|
2024
Q2 | – | Hold |
0
| – | -$923K | – | 412 |
|
|
2024
Q1 | – | Hold |
0
| – | -$856K | – | 408 |
|
|
2023
Q4 | – | Hold |
0
| – | -$768K | – | 408 |
|
|
2023
Q3 | – | Hold |
0
| – | -$809K | – | 408 |
|
|
2023
Q2 | – | Hold |
0
| – | -$804K | – | 424 |
|
|
2023
Q1 | – | Hold |
0
| – | -$776K | – | 412 |
|
|
2022
Q4 | – | Hold |
0
| – | -$707K | – | 406 |
|
|
2022
Q3 | – | Hold |
0
| – | -$748K | – | 408 |
|
|
2022
Q2 | – | Hold |
0
| – | -$612K | – | 425 |
|
|
2022
Q1 | – | Hold |
0
| – | -$626K | – | 455 |
|
|
2021
Q4 | – | Hold |
0
| – | -$579K | – | 468 |
|
|
2021
Q3 | – | Hold |
0
| – | -$588K | – | 466 |
|
|
2021
Q2 | – | Hold |
0
| – | -$577K | – | 484 |
|
|
2021
Q1 | – | Hold |
0
| – | -$512K | – | 452 |
|
|
2020
Q4 | – | Hold |
0
| – | -$427K | – | 441 |
|
|
2020
Q3 | – | Hold |
0
| – | -$404K | – | 422 |
|
|
2020
Q2 | – | Hold |
0
| – | -$338K | – | 417 |
|
|
2020
Q1 | – | Hold |
0
| – | -$500K | – | 426 |
|
|
2019
Q4 | – | Hold |
0
| – | -$474K | – | 423 |
|
|
2019
Q3 | – | Hold |
0
| – | -$471K | – | 416 |
|
|
2019
Q2 | – | Hold |
0
| – | -$459K | – | 405 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 417 |
|