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 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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

UBS Group's IWFG Position: Q2 2026 in Review

UBS Group sold out of NYLIM Winslow Focused Large Cap Growth ETF (IWFG) in Q2 2026, closing a stake of 43 shares — an estimated $2K sold.

UBS Group first reported a position in IWFG in Q3 2024 and held it in 6 quarters. The position peaked at $135K in Q2 2025. 5 funds tracked by Wall St. Rank hold IWFG as of Q2 2026.

UBS Group reported no remaining NYLIM Winslow Focused Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 43 NYLIM Winslow Focused Large Cap Growth ETF shares in Q2 2026, an estimated $2K.
UBS Group first reported a position in NYLIM Winslow Focused Large Cap Growth ETF in Q3 2024 and held it in 6 quarters.
UBS Group's NYLIM Winslow Focused Large Cap Growth ETF position peaked at $135K in Q2 2025.
5 funds tracked by Wall St. Rank held NYLIM Winslow Focused Large Cap Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.