CA
IWMI

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

CoreCap 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 		$76.9K Buy
1,436
+59
+4% +$3.03K ﹤0.01% 1222
2026
Q1 		$65.3K Buy
1,377
+325
+31% +$16.1K ﹤0.01% 1188
2025
Q4 		$51.2K Hold
1,052
– – ﹤0.01% 1329
2025
Q3 		$51.1K Buy
1,052
+752
+251% +$35.5K ﹤0.01% 1319
2025
Q2 		$13.6K Buy
+300
New +$13.1K ﹤0.01% 1744

Other funds holding IWMI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CoreCap Advisors's IWMI Position: Q2 2026 in Review

CoreCap Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 4.3% in Q2 2026, buying an estimated $3.03K and bringing the position to 1,436 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

CoreCap Advisors first reported a position in IWMI in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • CoreCap Advisors held 1,436 shares of NEOS Russell 2000 High Income ETF worth $76.9K as of Q2 2026.
  • CoreCap Advisors bought 59 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $3.03K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1222 holding.
  • CoreCap Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.