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 Q3	–	Sell	-318	Closed	-$17.2K	–	3839
2026 Q2	$17.2K	Buy	+318	New	+$16.7K	﹤0.01%	2241

Other funds holding IWFG

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc's IWFG Position: Q3 2026 in Review

AssetMark Inc sold out of NYLIM Winslow Focused Large Cap Growth ETF (IWFG) in Q3 2026, closing a stake of 318 shares — an estimated $17.2K sold.

AssetMark Inc first reported a position in IWFG in Q2 2026 and held it in 1 quarter. The position peaked at $17.2K in Q2 2026. 3 funds tracked by Wall St. Rank hold IWFG as of Q3 2026.

AssetMark Inc reported no remaining NYLIM Winslow Focused Large Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 318 NYLIM Winslow Focused Large Cap Growth ETF shares in Q3 2026, an estimated $17.2K.
AssetMark Inc first reported a position in NYLIM Winslow Focused Large Cap Growth ETF in Q2 2026 and held it in 1 quarter.
AssetMark Inc's NYLIM Winslow Focused Large Cap Growth ETF position peaked at $17.2K in Q2 2026.
3 funds tracked by Wall St. Rank held NYLIM Winslow Focused Large Cap Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.