Commonwealth Equity Services
IWMI

Commonwealth Equity Services’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Commonwealth Equity 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 		$411K Buy
+7,687
New +$395K ﹤0.01% 3469
2025
Q3 		– Sell
-4,801
Closed -$218K – 4456
2025
Q2 		$218K Buy
+4,801
New +$209K ﹤0.01% 3855

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
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services's IWMI Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 7,687 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #3469 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in IWMI as recently as Q2 2025.

Commonwealth Equity Services first reported a position in IWMI in Q2 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Commonwealth Equity Services held 7,687 shares of NEOS Russell 2000 High Income ETF worth $411K as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new Commonwealth Equity Services position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3469 holding.
  • Commonwealth Equity Services first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.