EP
IWMI

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

Essential Partners’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 		– Sell
-59
Closed -$2.87K – 3010
2025
Q4 		$2.87K Buy
+59
New +$2.89K ﹤0.01% 1663

Other funds holding IWMI

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MS
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GI
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CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B 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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
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