LPL Financial
IWLG icon

LPL Financial’s NYLIM 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
Q2 		$278K Sell
4,912
-17,851
-78% -$973K ﹤0.01% 5512
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

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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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

LPL Financial's IWLG Position: Q2 2026 in Review

LPL Financial reduced its NYLIM Winslow Large Cap Growth ETF (IWLG) stake by 78% in Q2 2026, selling an estimated $973K and leaving 4,912 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #5512.

LPL Financial first reported a position in IWLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 26 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

  • LPL Financial held 4,912 shares of NYLIM Winslow Large Cap Growth ETF worth $278K as of Q2 2026.
  • LPL Financial sold 17,851 NYLIM Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $973K.
  • NYLIM Winslow Large Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5512 holding.
  • LPL Financial first reported a position in NYLIM Winslow Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's NYLIM Winslow Large Cap Growth ETF position peaked at $1.09M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.