AWM
IWMI

Axxcess Wealth Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Axxcess Wealth Management’s Portfolio IWMI Stock Details IWMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,750
Closed -$526K – 950
2024
Q4 		$526K Buy
+10,750
New +$556K 0.01% 533

Other funds holding IWMI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Axxcess Wealth Management's IWMI Position: Q1 2025 in Review

Axxcess Wealth Management sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q1 2025, closing a stake of 10,750 shares — an estimated $526K sold.

Axxcess Wealth Management first reported a position in IWMI in Q4 2024 and held it in 1 quarter. The position peaked at $526K in Q4 2024. 22 funds tracked by Wall St. Rank hold IWMI as of Q1 2025.

  • Axxcess Wealth Management reported no remaining NEOS Russell 2000 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,750 NEOS Russell 2000 High Income ETF shares in Q1 2025, an estimated $526K.
  • Axxcess Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's NEOS Russell 2000 High Income ETF position peaked at $526K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.