Bank of America
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Bank of America’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

Bank of America’s Portfolio IWLG Stock Details IWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-868
Closed -$44.9K – 8517
2025
Q2 		$44.9K Sell
868
-4,105
-83% -$189K ﹤0.01% 6849
2025
Q1 		$214K Buy
+4,973
New +$234K ﹤0.01% 6136

Other funds holding IWLG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's IWLG Position: Q3 2025 in Review

Bank of America sold out of IQ Winslow Large Cap Growth ETF (IWLG) in Q3 2025, closing a stake of 868 shares — an estimated $44.9K sold.

Bank of America first reported a position in IWLG in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 10 funds tracked by Wall St. Rank hold IWLG as of Q3 2025.

  • Bank of America reported no remaining IQ Winslow Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 868 IQ Winslow Large Cap Growth ETF shares in Q3 2025, an estimated $44.9K.
  • Bank of America first reported a position in IQ Winslow Large Cap Growth ETF in Q1 2025 and held it in 2 quarters.
  • Bank of America's IQ Winslow Large Cap Growth ETF position peaked at $214K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.