CIAS
IWMI

Capital Investment Advisory Services’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Capital Investment Advisory Services’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 		$1.77M Buy
33,157
+3,650
+12% +$187K 0.11% 198
2026
Q1 		$1.4M Buy
29,507
+3,662
+14% +$181K 0.1% 202
2025
Q4 		$1.26M Sell
25,845
-75
-0.3% -$3.67K 0.09% 218
2025
Q3 		$1.26M Buy
25,920
+10
+0% +$472 0.1% 211
2025
Q2 		$1.18M Buy
25,910
+4,130
+19% +$180K 0.1% 206
2025
Q1 		$951K Buy
21,780
+19,780
+989% +$945K 0.09% 218
2024
Q4 		$97.9K Buy
+2,000
New +$103K 0.01% 572

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
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Capital Investment Advisory Services's IWMI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 12% in Q2 2026, buying an estimated $187K and bringing the position to 33,157 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #198.

Capital Investment Advisory Services first reported a position in IWMI in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Capital Investment Advisory Services held 33,157 shares of NEOS Russell 2000 High Income ETF worth $1.77M as of Q2 2026.
  • Capital Investment Advisory Services bought 3,650 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $187K.
  • NEOS Russell 2000 High Income ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #198 holding.
  • Capital Investment Advisory Services first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.