CWA
IWMI

Cascade Wealth Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Cascade Wealth 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
Q1 		$6.46M Buy
124,458
+7,877
+7% +$390K 2.84% 16
2025
Q4 		$5.89M Sell
116,581
-21,610
-16% -$1.06M 2.71% 16
2025
Q3 		$6.74M Buy
+138,191
New +$6.52M 3.32% 12

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cascade Wealth Advisors's IWMI Position: Q1 2026 in Review

Cascade Wealth Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 6.8% in Q1 2026, buying an estimated $390K and bringing the position to 124,458 shares worth $6.46M. The position accounts for 2.84% of the portfolio, ranked #16.

Cascade Wealth Advisors first reported a position in IWMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.74M in Q3 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Cascade Wealth Advisors held 124,458 shares of NEOS Russell 2000 High Income ETF worth $6.46M as of Q1 2026.
  • Cascade Wealth Advisors bought 7,877 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $390K.
  • NEOS Russell 2000 High Income ETF made up 2.84% of Cascade Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Cascade Wealth Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Cascade Wealth Advisors's NEOS Russell 2000 High Income ETF position peaked at $6.74M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.