Luther King Capital Management (LKCM)
IYW icon

Luther King Capital Management (LKCM)’s iShares US Technology ETF IYW Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 460
2026
Q1 		– Hold
0
– – – 474
2025
Q4 		– Hold
0
– – – 474
2025
Q3 		– Hold
0
– – – 468
2025
Q2 		– Hold
0
– – – 468
2025
Q1 		– Hold
0
– – – 485
2024
Q4 		– Hold
0
– – – 464
2024
Q3 		– Hold
0
– – – 479
2024
Q2 		– Hold
0
– – – 546
2024
Q1 		– Hold
0
– – – 582
2022
Q1 		– Hold
0
– – – 569
2021
Q4 		– Hold
0
– – – 567
2021
Q3 		– Hold
0
– – – 567
2021
Q2 		– Hold
0
– – – 579
2021
Q1 		– Hold
0
– – – 535
2020
Q4 		– Hold
0
– – – 541

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return