UBS Group’s NYLIM Winslow Focused Large Cap Growth ETF IWFG Stock Holding History

UBS Group’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 Q3	$782	Buy	+14	New	+$759	﹤0.01%	10481
2026 Q2	–	Sell	-43	Closed	-$2K	–	10739
2026 Q1	$2K	Buy	+43	New	+$2.15K	﹤0.01%	9384
2025 Q4	–	Sell	-770	Closed	-$41.1K	–	10854
2025 Q3	$41.1K	Sell	770 -1,826	-70%	-$96.1K	﹤0.01%	7700
2025 Q2	$135K	Buy	2,596 +2,562	+7,535%	+$118K	﹤0.01%	6995
2025 Q1	$1.45K	Sell	34 -55	-62%	-$2.56K	﹤0.01%	9502
2024 Q4	$4.16K	Sell	89 -2	-2%	-$96	﹤0.01%	8781
2024 Q3	$4.2K	Buy	+91	New	+$4.07K	﹤0.01%	8170

Other funds holding IWFG

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

UBS Group's IWFG Position: Q3 2026 in Review

UBS Group opened a new position in NYLIM Winslow Focused Large Cap Growth ETF (IWFG) in Q3 2026: 14 shares worth $782. The stake represents ﹤0.01% of the portfolio and ranks #10481 among its holdings. This is a return to the name: UBS Group previously reported a position in IWFG as recently as Q1 2026.

UBS Group first reported a position in IWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $135K in Q2 2025. 2 funds tracked by Wall St. Rank hold IWFG as of Q3 2026.

UBS Group held 14 shares of NYLIM Winslow Focused Large Cap Growth ETF worth $782 as of Q3 2026.
NYLIM Winslow Focused Large Cap Growth ETF was a new UBS Group position in Q3 2026.
NYLIM Winslow Focused Large Cap Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10481 holding.
UBS Group first reported a position in NYLIM Winslow Focused Large Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
UBS Group's NYLIM Winslow Focused Large Cap Growth ETF position peaked at $135K in Q2 2025.
2 funds tracked by Wall St. Rank held NYLIM Winslow Focused Large Cap Growth ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.