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Winch Advisory Services’s IQ Winslow Large Cap Growth ETF IWLG Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-334
Closed -$15.9K – 562
2026
Q1 		$15.9K Buy
+334
New +$17.1K ﹤0.01% 268

Other funds holding IWLG

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winch Advisory Services's IWLG Position: Q2 2026 in Review

Winch Advisory Services sold out of IQ Winslow Large Cap Growth ETF (IWLG) in Q2 2026, closing a stake of 334 shares — an estimated $15.9K sold.

Winch Advisory Services first reported a position in IWLG in Q1 2026 and held it in 1 quarter. The position peaked at $15.9K in Q1 2026. 25 funds tracked by Wall St. Rank hold IWLG as of Q2 2026.

  • Winch Advisory Services reported no remaining IQ Winslow Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 334 IQ Winslow Large Cap Growth ETF shares in Q2 2026, an estimated $15.9K.
  • Winch Advisory Services first reported a position in IQ Winslow Large Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Winch Advisory Services's IQ Winslow Large Cap Growth ETF position peaked at $15.9K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held IQ Winslow Large Cap Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.