Luther King Capital Management (LKCM)’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	375
2026 Q1	–	Hold	0	–	–	–	379
2025 Q4	–	Hold	0	–	–	–	377
2025 Q3	–	Hold	0	–	–	–	383
2025 Q2	–	Hold	0	–	–	–	384
2025 Q1	–	Hold	0	–	–	–	387
2024 Q4	–	Hold	0	–	–	–	380
2024 Q3	–	Hold	0	–	–	–	382
2024 Q2	–	Hold	0	–	–	–	382
2024 Q1	–	Hold	0	–	–	–	389
2023 Q4	–	Hold	0	–	–	–	399
2023 Q3	–	Hold	0	–	–	–	396
2023 Q2	–	Hold	0	–	–	–	413
2023 Q1	–	Hold	0	–	–	–	402
2022 Q4	–	Hold	0	–	–	–	399
2022 Q3	–	Hold	0	–	–	–	400
2016 Q3	–	Sell	-10,016	Closed	-$1.24M	–	509
2016 Q2	$1.24M	Buy	+10,016	New	+$1.22M	0.01%	329

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IWV Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 0 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #375.

Luther King Capital Management (LKCM) first reported a position in IWV in Q2 2016 and has held it in 1 quarter since. The position peaked at $1.24M in Q2 2016. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of iShares Russell 3000 ETF worth $1.62M as of Q2 2026.
Luther King Capital Management (LKCM) left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #375 holding.
Luther King Capital Management (LKCM) first reported a position in iShares Russell 3000 ETF in Q2 2016 and has held it in 1 quarter since.
Luther King Capital Management (LKCM)'s iShares Russell 3000 ETF position peaked at $1.24M in Q2 2016.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.