Cambridge Investment Research Advisors
IWMI

Cambridge Investment Research Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Cambridge Investment Research Advisors’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 		$973K Buy
18,188
+5,299
+41% +$272K ﹤0.01% 2166
2026
Q1 		$611K Buy
12,889
+6,297
+96% +$312K ﹤0.01% 2628
2025
Q4 		$321K Buy
6,592
+1,906
+41% +$93.3K ﹤0.01% 3135
2025
Q3 		$228K Buy
+4,686
New +$221K ﹤0.01% 3370

Other funds holding IWMI

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Cambridge Investment Research Advisors's IWMI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 41% in Q2 2026, buying an estimated $272K and bringing the position to 18,188 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Cambridge Investment Research Advisors first reported a position in IWMI in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,188 shares of NEOS Russell 2000 High Income ETF worth $973K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,299 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $272K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2166 holding.
  • Cambridge Investment Research Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.