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

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return

Essential Partners's IWMI Position: Q1 2026 in Review

Essential Partners sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026, closing a stake of 59 shares — an estimated $2.87K sold.

Essential Partners first reported a position in IWMI in Q4 2025 and held it in 1 quarter. The position peaked at $2.87K in Q4 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Essential Partners reported no remaining NEOS Russell 2000 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 59 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $2.87K.
  • Essential Partners first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's NEOS Russell 2000 High Income ETF position peaked at $2.87K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.