Kestra Private Wealth Services’s NYLIM 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 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

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 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

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

Kestra Private Wealth Services increased its NYLIM 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. 26 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

Kestra Private Wealth Services held 9,441 shares of NYLIM Winslow Large Cap Growth ETF worth $534K as of Q2 2026.
Kestra Private Wealth Services bought 649 NYLIM Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $35.4K.
NYLIM 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 NYLIM Winslow Large Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's NYLIM Winslow Large Cap Growth ETF position peaked at $3M in Q4 2024.
26 funds tracked by Wall St. Rank held NYLIM 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.