Envestnet Asset Management
IWMI

Envestnet Asset Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Envestnet Asset 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
Q2 		$1.48M Buy
27,711
+16,264
+142% +$835K ﹤0.01% 3366
2026
Q1 		$543K Buy
+11,447
New +$567K ﹤0.01% 3878
2025
Q4 		– Sell
-5,832
Closed -$283K – 4701
2025
Q3 		$283K Sell
5,832
-4,951
-46% -$233K ﹤0.01% 4117
2025
Q2 		$490K Buy
+10,783
New +$470K ﹤0.01% 3700

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

Envestnet Asset Management's IWMI Position: Q2 2026 in Review

Envestnet Asset Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 142% in Q2 2026, buying an estimated $835K and bringing the position to 27,711 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

Envestnet Asset Management first reported a position in IWMI in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Envestnet Asset Management held 27,711 shares of NEOS Russell 2000 High Income ETF worth $1.48M as of Q2 2026.
  • Envestnet Asset Management bought 16,264 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $835K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3366 holding.
  • Envestnet Asset Management first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.