CoreCap Advisors
IWMI icon

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
Q3 		$177K Buy
3,612
+2,176
+152% +$113K 0.01% 892
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

Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Vann Equity Management
Vann Equity Management Plano, Texas $168M AUM

CoreCap Advisors's IWMI Position: Q3 2026 in Review

CoreCap Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 152% in Q3 2026, buying an estimated $113K and bringing the position to 3,612 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #892.

CoreCap Advisors first reported a position in IWMI in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • CoreCap Advisors held 3,612 shares of NEOS Russell 2000 High Income ETF worth $177K as of Q3 2026.
  • CoreCap Advisors bought 2,176 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $113K.
  • NEOS Russell 2000 High Income ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #892 holding.
  • CoreCap Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.