BIG
IWMI

Brookwood Investment Group’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Brookwood Investment Group’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
2026
Q2 		$1.41M Sell
26,256
-3,837
-13% -$197K 0.16% 135
2026
Q1 		$1.43M Sell
30,093
-4,850
-14% -$240K 0.18% 130
2025
Q4 		$1.7M Buy
34,943
+20,000
+134% +$979K 0.2% 92
2025
Q3 		$726K Buy
14,943
+8,860
+146% +$418K 0.09% 194
2025
Q2 		$276K Buy
+6,083
New +$265K 0.04% 348

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Brookwood Investment Group's IWMI Position: Q2 2026 in Review

Brookwood Investment Group reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 13% in Q2 2026, selling an estimated $197K and leaving 26,256 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #135.

Brookwood Investment Group first reported a position in IWMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2025. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Brookwood Investment Group held 26,256 shares of NEOS Russell 2000 High Income ETF worth $1.41M as of Q2 2026.
  • Brookwood Investment Group sold 3,837 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $197K.
  • NEOS Russell 2000 High Income ETF made up 0.16% of Brookwood Investment Group's portfolio in Q2 2026, its #135 holding.
  • Brookwood Investment Group first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's NEOS Russell 2000 High Income ETF position peaked at $1.7M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.