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Oak Harbor Wealth Partners’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

Oak Harbor Wealth Partners’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 		$378K Buy
+6,682
New +$364K 0.14% 116

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 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 $103B AUM 28.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Oak Harbor Wealth Partners's IWLG Position: Q2 2026 in Review

Oak Harbor Wealth Partners opened a new position in IQ Winslow Large Cap Growth ETF (IWLG) in Q2 2026: 6,682 shares worth $378K. The stake represents 0.14% of the portfolio and ranks #116 among its holdings.

10 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

  • Oak Harbor Wealth Partners held 6,682 shares of IQ Winslow Large Cap Growth ETF worth $378K as of Q2 2026.
  • IQ Winslow Large Cap Growth ETF was a new Oak Harbor Wealth Partners position in Q2 2026.
  • IQ Winslow Large Cap Growth ETF made up 0.14% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • 10 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.