IWLG — NYLI WINSLOW LARGE CAP GROWTH
As of Q2 2026, 6 SEC-registered investment managers reported holding IWLG (NYLI WINSLOW LARGE CAP GROWTH) in their latest 13F filings, with a combined reported value of $2.71M across 47.95K shares. That is -17.1% by share count (-9.88K shares) versus the previous quarter, while reported value moved -1.8%. 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, 3 opened new positions, 1 added to existing stakes, 1 trimmed. 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 25.46K | $1.44M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 13.34K | $755.02K | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 6.76K | $382.44K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 2.13K | $118.23K | 0.00% | New |
| Bank of America Corp history | Q2 2025 | 868 | $44.93K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 260 | $14.71K | 0.00% | New |
| UBS Group AG history | Q4 2025 | 141 | $7.64K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1 | $38 | 0.00% | Hold |
New Positions (Q2 2026)
- D. E. Shaw & Co 6.76K sh · $382.44K
- JPMorgan Chase & Co 2.13K sh · $118.23K
- Morgan Stanley 260 sh · $14.71K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 10.43K | 10.43K | 10.33K | 10.33K | 8.12K | 8.12K | 13.68K | 14.86K | 24.00K | 25.46K |
| Citadel Advisors | 9.76K | 6.97K | 4.92K | — | — | — | — | 9.44K | 33.83K | 13.34K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 6.76K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 4.25K | — | 2.13K |
| Morgan Stanley | — | — | — | — | — | — | — | 499 | — | 260 |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | 1 | 1 |
| UBS Group AG | — | — | — | 27 | — | 2.57K | 509 | 141 | — | — |
| Bank of America Corp | — | — | — | — | 4.97K | 868 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details