Carson Wealth (CWM LLC)’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Carson Wealth (CWM LLC)’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	$222K	Buy	4,680 +405	+9%	+$20.1K	﹤0.01%	2651
2025 Q4	$208K	Buy	4,275 +286	+7%	+$14K	﹤0.01%	2544
2025 Q3	$194K	Buy	3,989 +2,110	+112%	+$99.5K	﹤0.01%	2468
2025 Q2	$85K	Buy	+1,879	New	+$81.8K	﹤0.01%	2863

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

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 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s IWMI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 9.5% in Q1 2026, buying an estimated $20.1K and bringing the position to 4,680 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Carson Wealth (CWM LLC) first reported a position in IWMI in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Carson Wealth (CWM LLC) held 4,680 shares of NEOS Russell 2000 High Income ETF worth $222K as of Q1 2026.
Carson Wealth (CWM LLC) bought 405 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $20.1K.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2651 holding.
Carson Wealth (CWM LLC) first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.