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

DHJJ Financial 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 Q1	$1.42K	Hold	30	–	–	﹤0.01%	775
2025 Q4	$1.46K	Hold	30	–	–	﹤0.01%	742
2025 Q3	$1.46K	Hold	30	–	–	﹤0.01%	720
2025 Q2	$1.36K	Sell	30 -22	-42%	-$958	﹤0.01%	708
2025 Q1	$2.27K	Hold	52	–	–	﹤0.01%	631
2024 Q4	$2.55K	Buy	+52	New	+$2.69K	﹤0.01%	598

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

DHJJ Financial Advisors's IWMI Position: Q1 2026 in Review

DHJJ Financial Advisors held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q1 2026 at 30 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

DHJJ Financial Advisors first reported a position in IWMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55K in Q4 2024. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

DHJJ Financial Advisors held 30 shares of NEOS Russell 2000 High Income ETF worth $1.42K as of Q1 2026.
DHJJ Financial Advisors left its NEOS Russell 2000 High Income ETF share count unchanged in Q1 2026.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #775 holding.
DHJJ Financial Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 6 quarters since.
DHJJ Financial Advisors's NEOS Russell 2000 High Income ETF position peaked at $2.55K in Q4 2024.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.