Raymond James Financial
IWLG icon

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

Raymond James 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 		$571K Sell
11,956
-127,770
-91% -$6.56M ﹤0.01% 4267
2025
Q4 		$7.57M Buy
+139,726
New +$7.62M ﹤0.01% 2193

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's IWLG Position: Q1 2026 in Review

Raymond James Financial reduced its IQ Winslow Large Cap Growth ETF (IWLG) stake by 91% in Q1 2026, selling an estimated $6.56M and leaving 11,956 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #4267.

Raymond James Financial first reported a position in IWLG in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.57M in Q4 2025. 25 funds tracked by Wall St. Rank hold IWLG as of Q1 2026.

  • Raymond James Financial held 11,956 shares of IQ Winslow Large Cap Growth ETF worth $571K as of Q1 2026.
  • Raymond James Financial sold 127,770 IQ Winslow Large Cap Growth ETF shares in Q1 2026, an estimated $6.56M.
  • IQ Winslow Large Cap Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4267 holding.
  • Raymond James Financial first reported a position in IQ Winslow Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's IQ Winslow Large Cap Growth ETF position peaked at $7.57M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.