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Kingswood Wealth Advisors’s NYLIM Winslow Large Cap Growth ETF IWLG Stock Holding History

Kingswood Wealth Advisors’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 		$1.81M Buy
32,046
+8,388
+35% +$457K 0.07% 280
2026
Q1 		$1.13M Buy
23,658
+3,045
+15% +$156K 0.05% 355
2025
Q4 		$1.12M Buy
+20,613
New +$1.12M 0.05% 329

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

Kingswood Wealth Advisors's IWLG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its NYLIM Winslow Large Cap Growth ETF (IWLG) stake by 35% in Q2 2026, buying an estimated $457K and bringing the position to 32,046 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #280.

Kingswood Wealth Advisors first reported a position in IWLG in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

  • Kingswood Wealth Advisors held 32,046 shares of NYLIM Winslow Large Cap Growth ETF worth $1.81M as of Q2 2026.
  • Kingswood Wealth Advisors bought 8,388 NYLIM Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $457K.
  • NYLIM Winslow Large Cap Growth ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • Kingswood Wealth Advisors first reported a position in NYLIM Winslow Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.