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
Q3 		$282K Hold
4,912
– – ﹤0.01% 5582
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

Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial's IWLG Position: Q3 2026 in Review

LPL Financial held its NYLIM Winslow Large Cap Growth ETF (IWLG) position steady in Q3 2026 at 4,912 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #5582.

LPL Financial first reported a position in IWLG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2026. 10 funds tracked by Wall St. Rank hold IWLG as of Q3 2026.

  • LPL Financial held 4,912 shares of NYLIM Winslow Large Cap Growth ETF worth $282K as of Q3 2026.
  • LPL Financial left its NYLIM Winslow Large Cap Growth ETF share count unchanged in Q3 2026.
  • NYLIM Winslow Large Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5582 holding.
  • LPL Financial first reported a position in NYLIM Winslow Large Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • LPL Financial's NYLIM Winslow Large Cap Growth ETF position peaked at $1.09M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held NYLIM Winslow Large Cap Growth ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.