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IWFG — NYLI WINSLOW FOCUSED LARGE CAP

Reported value held$717.51K
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)3
Institutional value$1.35K · 25 sh
New / Add / Cut / Exit2 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -43.2% (-19 sh)
Institutional value change Down -33.8%

As of Q2 2026, 3 SEC-registered investment managers reported holding IWFG (NYLI WINSLOW FOCUSED LARGE CAP) in their latest 13F filings, with a combined reported value of $1.35K across 25 shares. That is -43.2% by share count (-19 shares) versus the previous quarter, while reported value moved -33.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q4 2025 7.22K $386.34K 0.00% Add
Goldman Sachs Group history Q3 2025 6.14K $327.82K 0.00% Reduce
UBS Group AG history Q1 2026 43 $2.00K 0.00% New
Wells Fargo & Co history Q2 2026 23 $1.25K 0.00% New
Morgan Stanley history Q2 2026 1 $54 0.00% Hold
JPMorgan Chase & Co history Q2 2026 1 $53 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Wells Fargo & Co — — — — — — — — — — — — 23
Morgan Stanley — — — — — — — — — 1 1 1 1
JPMorgan Chase & Co — — — — — — — — — — — — 1
Citadel Advisors 7.34K 6.65K 7.99K 7.92K 5.11K — — 6.71K — 6.56K 7.22K — —
Goldman Sachs Group — — — 8.10K 8.10K 8.10K 7.99K 7.99K 7.99K 6.14K — — —
UBS Group AG — — — — — 91 89 34 2.60K 770 — 43 —

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