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
2026
Q2 		$211K Buy
+3,940
New +$202K ﹤0.01% 2776
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 $445B AUM 25.58% 1-Year Est. Return
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
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Corient Private Wealth's IWMI Position: Q2 2026 in Review

Corient Private Wealth opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 3,940 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #2776 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in IWMI as recently as Q2 2025.

Corient Private Wealth first reported a position in IWMI in Q2 2025 and has held it in 2 quarters since. The position peaked at $288K in Q2 2025. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Corient Private Wealth held 3,940 shares of NEOS Russell 2000 High Income ETF worth $211K as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new Corient Private Wealth position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2776 holding.
  • Corient Private Wealth first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's NEOS Russell 2000 High Income ETF position peaked at $288K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.