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Kestra Private Wealth Services’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

Kestra Private Wealth Services’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 		$534K Buy
9,441
+649
+7% +$35.4K 0.01% 1200
2026
Q1 		$420K Buy
8,792
+274
+3% +$14.1K 0.01% 1294
2025
Q4 		$462K Buy
8,518
+756
+10% +$41.2K 0.01% 1209
2025
Q3 		$417K Buy
7,762
+880
+13% +$46.1K 0.01% 1193
2025
Q2 		$356K Sell
6,882
-4,526
-40% -$208K 0.01% 1189
2025
Q1 		$491K Sell
11,408
-52,135
-82% -$2.45M 0.01% 967
2024
Q4 		$3M Buy
63,543
+1,906
+3% +$90.3K 0.05% 336
2024
Q3 		$2.8M Buy
61,637
+48,940
+385% +$2.15M 0.05% 337
2024
Q2 		$566K Buy
+12,697
New +$530K 0.01% 782

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 22.96% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 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 $103B AUM 28.65% 1-Year Est. Return
OHWP
Oak Harbor Wealth Partners Raleigh, North Carolina $268M AUM 25.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Kestra Private Wealth Services's IWLG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its IQ Winslow Large Cap Growth ETF (IWLG) stake by 7.4% in Q2 2026, buying an estimated $35.4K and bringing the position to 9,441 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #1200.

Kestra Private Wealth Services first reported a position in IWLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3M in Q4 2024. 10 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

  • Kestra Private Wealth Services held 9,441 shares of IQ Winslow Large Cap Growth ETF worth $534K as of Q2 2026.
  • Kestra Private Wealth Services bought 649 IQ Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $35.4K.
  • IQ Winslow Large Cap Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1200 holding.
  • Kestra Private Wealth Services first reported a position in IQ Winslow Large Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Kestra Private Wealth Services's IQ Winslow Large Cap Growth ETF position peaked at $3M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.