UBS Group
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UBS Group’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

UBS Group’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
-141
Closed -$7.64K – 10834
2025
Q4 		$7.64K Sell
141
-368
-72% -$20.1K ﹤0.01% 8429
2025
Q3 		$27.4K Sell
509
-2,065
-80% -$108K ﹤0.01% 7958
2025
Q2 		$133K Buy
+2,574
New +$118K ﹤0.01% 7003
2025
Q1 		– Sell
-27
Closed -$1.28K – 10475
2024
Q4 		$1.28K Buy
+27
New +$1.28K ﹤0.01% 9276

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

UBS Group's IWLG Position: Q1 2026 in Review

UBS Group sold out of IQ Winslow Large Cap Growth ETF (IWLG) in Q1 2026, closing a stake of 141 shares — an estimated $7.64K sold.

UBS Group first reported a position in IWLG in Q4 2024 and held it in 4 quarters. The position peaked at $133K in Q2 2025. 25 funds tracked by Wall St. Rank hold IWLG as of Q1 2026.

  • UBS Group reported no remaining IQ Winslow Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 141 IQ Winslow Large Cap Growth ETF shares in Q1 2026, an estimated $7.64K.
  • UBS Group first reported a position in IQ Winslow Large Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • UBS Group's IQ Winslow Large Cap Growth ETF position peaked at $133K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.