Jones Financial Companies
IWLG icon

Jones Financial Companies’s NYLIM Winslow Large Cap Growth ETF IWLG Stock Holding History

Jones Financial Companies’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
Q2 		$363K Buy
6,678
+2,027
+44% +$110K ﹤0.01% 2349
2026
Q1 		$216K Sell
4,651
-460
-9% -$23.6K ﹤0.01% 2377
2025
Q4 		$277K Buy
5,111
+1,452
+40% +$79.1K ﹤0.01% 1762
2025
Q3 		$195K Buy
+3,659
New +$192K ﹤0.01% 1794

Other funds holding IWLG

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies's IWLG Position: Q2 2026 in Review

Jones Financial Companies increased its NYLIM Winslow Large Cap Growth ETF (IWLG) stake by 44% in Q2 2026, buying an estimated $110K and bringing the position to 6,678 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Jones Financial Companies first reported a position in IWLG in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

  • Jones Financial Companies held 6,678 shares of NYLIM Winslow Large Cap Growth ETF worth $363K as of Q2 2026.
  • Jones Financial Companies bought 2,027 NYLIM Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $110K.
  • NYLIM Winslow Large Cap Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2349 holding.
  • Jones Financial Companies first reported a position in NYLIM Winslow Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.