Blue Trust Inc
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Blue Trust Inc’s NYLIM Winslow Large Cap Growth ETF IWLG Stock Holding History

Blue Trust Inc’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
2026
Q3 		$57 Buy
+1
New +$56 ﹤0.01% 2462
2026
Q2 		– Sell
-384
Closed -$18.3K – 2559
2026
Q1 		$18.3K Buy
+384
New +$19.7K ﹤0.01% 1682

Other funds holding IWLG

Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Empirical Asset Management
Empirical Asset Management Wellesley, Massachusetts $454M AUM 32.04% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Blue Trust Inc's IWLG Position: Q3 2026 in Review

Blue Trust Inc opened a new position in NYLIM Winslow Large Cap Growth ETF (IWLG) in Q3 2026: 1 share worth $57. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in IWLG as recently as Q1 2026.

Blue Trust Inc first reported a position in IWLG in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.3K in Q1 2026. 18 funds tracked by Wall St. Rank hold IWLG as of Q3 2026.

  • Blue Trust Inc held 1 share of NYLIM Winslow Large Cap Growth ETF worth $57 as of Q3 2026.
  • NYLIM Winslow Large Cap Growth ETF was a new Blue Trust Inc position in Q3 2026.
  • NYLIM Winslow Large Cap Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2462 holding.
  • Blue Trust Inc first reported a position in NYLIM Winslow Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Blue Trust Inc's NYLIM Winslow Large Cap Growth ETF position peaked at $18.3K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.