Luther King Capital Management (LKCM)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$1.18M | – | 384 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.24M | – | 387 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.22M | – | 380 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1.15M | – | 382 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1.12M | – | 382 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.02M | – | 389 |
|
|
2023
Q4 | – | Hold |
0
| – | -$911K | – | 399 |
|
|
2023
Q3 | – | Hold |
0
| – | -$946K | – | 396 |
|
|
2023
Q2 | – | Hold |
0
| – | -$875K | – | 413 |
|
|
2023
Q1 | – | Hold |
0
| – | -$821K | – | 402 |
|
|
2022
Q4 | – | Hold |
0
| – | -$770K | – | 399 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 400 |
|
|
2016
Q3 | – | Sell |
-10,016
| Closed | -$1.24M | – | 509 |
|
|
2016
Q2 | $1.24M | Buy |
+10,016
| New | +$1.24M | 0.01% | 329 |
|