Kesler Norman & Wride’s NYLIM Winslow Large Cap Growth ETF IWLG Stock Holding History

Kesler Norman & Wride’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	$5.77M	Sell	101,985 -1,682	-2%	-$91.7K	0.91%	38
2026 Q1	$4.95M	Buy	103,667 +689	+0.7%	+$35.4K	0.85%	41
2025 Q4	$5.58M	Buy	102,978 +6,506	+7%	+$355K	0.96%	37
2025 Q3	$4.56M	Sell	96,472 -2,455	-2%	-$129K	0.89%	41
2025 Q2	$5.12M	Sell	98,927 -3,101	-3%	-$143K	0.91%	40
2025 Q1	$4.39M	Buy	102,028 +5,556	+6%	+$261K	0.84%	42
2024 Q4	$4.56M	Buy	+96,472	New	+$4.57M	0.98%	37

Other funds holding IWLG

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kesler Norman & Wride's IWLG Position: Q2 2026 in Review

Kesler Norman & Wride reduced its NYLIM Winslow Large Cap Growth ETF (IWLG) stake by 1.6% in Q2 2026, selling an estimated $91.7K and leaving 101,985 shares worth $5.77M. The position accounts for 0.91% of the portfolio, ranked #38.

Kesler Norman & Wride first reported a position in IWLG in Q4 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

Kesler Norman & Wride held 101,985 shares of NYLIM Winslow Large Cap Growth ETF worth $5.77M as of Q2 2026.
Kesler Norman & Wride sold 1,682 NYLIM Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $91.7K.
NYLIM Winslow Large Cap Growth ETF made up 0.91% of Kesler Norman & Wride's portfolio in Q2 2026, its #38 holding.
Kesler Norman & Wride first reported a position in NYLIM Winslow Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.