New York Life Investment Management’s NYLIM Winslow Focused Large Cap Growth ETF IWFG Stock Holding History

New York Life Investment Management’s Portfolio IWFG Stock Details IWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.2M	Buy	1,719,014 +859,507	+100%	+$45.3M	0.65%	31
2026 Q1	$39.9M	Hold	859,507	–	–	0.34%	56
2025 Q4	$46M	Hold	859,507	–	–	0.4%	49
2025 Q3	$45.9M	Buy	859,507 +659,507	+330%	+$34.7M	0.4%	45
2025 Q2	$10.4M	Hold	200,000	–	–	0.1%	192
2025 Q1	$8.54M	Hold	200,000	–	–	0.09%	210
2024 Q4	$9.35M	Hold	200,000	–	–	0.09%	199
2024 Q3	$9.24M	Hold	200,000	–	–	0.09%	208
2024 Q2	$9.13M	Hold	200,000	–	–	0.09%	204
2024 Q1	$8.38M	Hold	200,000	–	–	0.08%	220
2023 Q4	$7.17M	Hold	200,000	–	–	0.07%	236
2023 Q3	$6.23M	Hold	200,000	–	–	0.07%	269
2023 Q2	$6.48M	Hold	200,000	–	–	0.07%	268
2023 Q1	$5.8M	Hold	200,000	–	–	0.06%	298
2022 Q4	$5.23M	Hold	200,000	–	–	0.06%	321
2022 Q3	$4.73M	Hold	200,000	–	–	0.06%	323
2022 Q2	$200K	Buy	+200,000	New	+$5.09M	﹤0.01%	1229

Other funds holding IWFG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New York Life Investment Management's IWFG Position: Q2 2026 in Review

New York Life Investment Management increased its NYLIM Winslow Focused Large Cap Growth ETF (IWFG) stake by 100% in Q2 2026, buying an estimated $45.3M and bringing the position to 1,719,014 shares worth $93.2M. The position accounts for 0.65% of the portfolio, ranked #31.

New York Life Investment Management first reported a position in IWFG in Q2 2022 and has held it in 17 quarters since. 5 funds tracked by Wall St. Rank hold IWFG as of Q2 2026.

New York Life Investment Management held 1,719,014 shares of NYLIM Winslow Focused Large Cap Growth ETF worth $93.2M as of Q2 2026.
New York Life Investment Management bought 859,507 NYLIM Winslow Focused Large Cap Growth ETF shares in Q2 2026, an estimated $45.3M.
NYLIM Winslow Focused Large Cap Growth ETF made up 0.65% of New York Life Investment Management's portfolio in Q2 2026, its #31 holding.
New York Life Investment Management first reported a position in NYLIM Winslow Focused Large Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
5 funds tracked by Wall St. Rank held NYLIM Winslow Focused Large Cap Growth ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.