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
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 $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Brookwood Investment Group's IWMI Position: Q1 2026 in Review

Brookwood Investment Group reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 14% in Q1 2026, selling an estimated $240K and leaving 30,093 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #130.

Brookwood Investment Group first reported a position in IWMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Brookwood Investment Group held 30,093 shares of NEOS Russell 2000 High Income ETF worth $1.43M as of Q1 2026.
  • Brookwood Investment Group sold 4,850 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $240K.
  • NEOS Russell 2000 High Income ETF made up 0.18% of Brookwood Investment Group's portfolio in Q1 2026, its #130 holding.
  • Brookwood Investment Group first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's NEOS Russell 2000 High Income ETF position peaked at $1.7M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.