Diversify Wealth Management
IWMI icon

Diversify Wealth Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Diversify Wealth Management’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 		$457K Sell
9,380
-6,161
-40% -$320K 0.01% 946
2026
Q2 		$809K Buy
+15,541
New +$798K 0.01% 707

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
HG
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
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Diversify Wealth Management's IWMI Position: Q3 2026 in Review

Diversify Wealth Management reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 40% in Q3 2026, selling an estimated $320K and leaving 9,380 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #946.

Diversify Wealth Management first reported a position in IWMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $809K in Q2 2026. 19 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • Diversify Wealth Management held 9,380 shares of NEOS Russell 2000 High Income ETF worth $457K as of Q3 2026.
  • Diversify Wealth Management sold 6,161 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $320K.
  • NEOS Russell 2000 High Income ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #946 holding.
  • Diversify Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's NEOS Russell 2000 High Income ETF position peaked at $809K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.