AssetMark Inc’s NYLIM Winslow Focused Large Cap Growth ETF IWFG Stock Holding History

AssetMark Inc’s Portfolio IWFG Stock Details IWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2K	Buy	+318	New	+$16.7K	﹤0.01%	2241

Other funds holding IWFG

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AssetMark Inc's IWFG Position: Q2 2026 in Review

AssetMark Inc opened a new position in NYLIM Winslow Focused Large Cap Growth ETF (IWFG) in Q2 2026: 318 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #2241 among its holdings.

5 funds tracked by Wall St. Rank hold IWFG as of Q2 2026.

AssetMark Inc held 318 shares of NYLIM Winslow Focused Large Cap Growth ETF worth $17.2K as of Q2 2026.
NYLIM Winslow Focused Large Cap Growth ETF was a new AssetMark Inc position in Q2 2026.
NYLIM Winslow Focused Large Cap Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2241 holding.
5 funds tracked by Wall St. Rank held NYLIM Winslow Focused Large Cap Growth ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.