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Realta Investment Advisors’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

Realta Investment Advisors’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 		– Sell
-4,305
Closed -$233K – 387
2025
Q4 		$233K Buy
+4,305
New +$235K 0.08% 185

Other funds holding IWLG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $94.2B AUM 21.24% 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

Realta Investment Advisors's IWLG Position: Q1 2026 in Review

Realta Investment Advisors sold out of IQ Winslow Large Cap Growth ETF (IWLG) in Q1 2026, closing a stake of 4,305 shares — an estimated $233K sold.

Realta Investment Advisors first reported a position in IWLG in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 25 funds tracked by Wall St. Rank hold IWLG as of Q1 2026.

  • Realta Investment Advisors reported no remaining IQ Winslow Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 4,305 IQ Winslow Large Cap Growth ETF shares in Q1 2026, an estimated $233K.
  • Realta Investment Advisors first reported a position in IQ Winslow Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Realta Investment Advisors's IQ Winslow Large Cap Growth ETF position peaked at $233K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.