LPL Financial
IWLG icon

LPL Financial’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

LPL Financial’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 		$1.09M Buy
22,763
+3,197
+16% +$164K ﹤0.01% 4112
2025
Q4 		$1.06M Buy
19,566
+6,349
+48% +$346K ﹤0.01% 4018
2025
Q3 		$711K Buy
+13,217
New +$693K ﹤0.01% 4331

Other funds holding IWLG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $103B AUM 28.65% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's IWLG Position: Q1 2026 in Review

LPL Financial increased its IQ Winslow Large Cap Growth ETF (IWLG) stake by 16% in Q1 2026, buying an estimated $164K and bringing the position to 22,763 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4112.

LPL Financial first reported a position in IWLG in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold IWLG as of Q1 2026.

  • LPL Financial held 22,763 shares of IQ Winslow Large Cap Growth ETF worth $1.09M as of Q1 2026.
  • LPL Financial bought 3,197 IQ Winslow Large Cap Growth ETF shares in Q1 2026, an estimated $164K.
  • IQ Winslow Large Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4112 holding.
  • LPL Financial first reported a position in IQ Winslow Large Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.