IWFG NEW YORK LIFE INVTS ACTIVE E
FollowWINSLOW FOCUSED (fund)
5 managers (5 13F filers) reported a position in IWFG shares at 2026-06-30, 1,719,357 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 3
- Added
- 1
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 1,719,357
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| New York Life Investment Management LLCin group New York Life Investment Mana… | 1,719,014 | $93.2M | 0.65% | +859,507 | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 318 | $17.2K | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 23 | $1.25K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $54 | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 1 | $53 | <0.01% | new | 13F-HRTimelineGroup |