Jones Financial Companies
IWLG icon

Jones Financial Companies’s IQ 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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's IWLG Position: Q1 2026 in Review

Jones Financial Companies reduced its IQ Winslow Large Cap Growth ETF (IWLG) stake by 9% in Q1 2026, selling an estimated $23.6K and leaving 4,651 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Jones Financial Companies first reported a position in IWLG in Q3 2025 and has held it in 3 quarters since. The position peaked at $277K in Q4 2025. 25 funds tracked by Wall St. Rank hold IWLG as of Q1 2026.

  • Jones Financial Companies held 4,651 shares of IQ Winslow Large Cap Growth ETF worth $216K as of Q1 2026.
  • Jones Financial Companies sold 460 IQ Winslow Large Cap Growth ETF shares in Q1 2026, an estimated $23.6K.
  • IQ Winslow Large Cap Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2377 holding.
  • Jones Financial Companies first reported a position in IQ Winslow Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's IQ Winslow Large Cap Growth ETF position peaked at $277K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.