Corient Private Wealth
IWMI

Corient Private Wealth’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Corient Private Wealth’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
2025
Q3 		– Sell
-6,337
Closed -$288K – 2706
2025
Q2 		$288K Buy
+6,337
New +$276K ﹤0.01% 2014

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GI
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Corient Private Wealth's IWMI Position: Q3 2025 in Review

Corient Private Wealth sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q3 2025, closing a stake of 6,337 shares — an estimated $288K sold.

Corient Private Wealth first reported a position in IWMI in Q2 2025 and held it in 1 quarter. The position peaked at $288K in Q2 2025. 41 funds tracked by Wall St. Rank hold IWMI as of Q3 2025.

  • Corient Private Wealth reported no remaining NEOS Russell 2000 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 6,337 NEOS Russell 2000 High Income ETF shares in Q3 2025, an estimated $288K.
  • Corient Private Wealth first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and held it in 1 quarter.
  • Corient Private Wealth's NEOS Russell 2000 High Income ETF position peaked at $288K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.