NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2022 to Q4 2025

Type / Class
Equity / NYLI WINSLOW FOC
Symbol
IWFG
Price per share
$52.70
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
866,733
Total reported value
$46,346,727
% of total 13F portfolios
0%
Share change
-6,243
Value change
-$333,440
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 3 institutional investors reported holding 866,733 shares of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG).

Institutional Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 866,733 $46,346,727 -$333,440 $53.47 3
2025 Q3 872,976 $46,631,158 +$35,382,274 $53.42 5
2025 Q2 210,589 $10,941,846 -$153,551 $51.96 3
2025 Q1 214,741 $9,168,775 +$284,318 $42.70 4
2024 Q4 208,082 $9,732,474 -$4,865 $46.77 3
2024 Q3 208,186 $9,618,339 -$1,979,203 $46.20 3
2024 Q2 251,544 $11,482,902 +$1,621,998 $45.65 4
2024 Q1 216,012 $9,048,182 +$336,063 $41.89 3
2023 Q4 207,989 $7,455,865 +$48,071 $35.85 2
2023 Q3 206,648 $6,440,578 -$21,474 $31.17 2
2023 Q2 207,337 $6,718,258 +$237,738 $32.40 2
2023 Q1 200,000 $5,797,340 $28.99 1
2022 Q4 200,000 $5,233,320 -$355,000 $26.17 1
2022 Q3 215,000 $5,089,000 +$355,000 $23.67 2
2022 Q2 200,000 $200,000 +$200,000 $1.00 1