EntreWealth
IWMI icon

EntreWealth’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

EntreWealth’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 		$735K Hold
15,000
– – 0.26% 71
2026
Q2 		$791K Buy
+15,000
New +$770K 0.29% 69

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
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
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

EntreWealth's IWMI Position: Q3 2026 in Review

EntreWealth held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q3 2026 at 15,000 shares worth $735K. The position accounts for 0.26% of the portfolio, ranked #71.

EntreWealth first reported a position in IWMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $791K in Q2 2026. 21 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • EntreWealth held 15,000 shares of NEOS Russell 2000 High Income ETF worth $735K as of Q3 2026.
  • EntreWealth left its NEOS Russell 2000 High Income ETF share count unchanged in Q3 2026.
  • NEOS Russell 2000 High Income ETF made up 0.26% of EntreWealth's portfolio in Q3 2026, its #71 holding.
  • EntreWealth first reported a position in NEOS Russell 2000 High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • EntreWealth's NEOS Russell 2000 High Income ETF position peaked at $791K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.