Farther Finance Advisors
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Farther Finance Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Farther Finance Advisors’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 		$6.44M Buy
131,481
+15,198
+13% +$790K 0.05% 362
2026
Q2 		$6.22M Buy
116,283
+14,244
+14% +$732K 0.05% 342
2026
Q1 		$4.86M Buy
+102,039
New +$5.06M 0.05% 357

Other funds holding IWMI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors's IWMI Position: Q3 2026 in Review

Farther Finance Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 13% in Q3 2026, buying an estimated $790K and bringing the position to 131,481 shares worth $6.44M. The position accounts for 0.05% of the portfolio, ranked #362.

Farther Finance Advisors first reported a position in IWMI in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • Farther Finance Advisors held 131,481 shares of NEOS Russell 2000 High Income ETF worth $6.44M as of Q3 2026.
  • Farther Finance Advisors bought 15,198 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $790K.
  • NEOS Russell 2000 High Income ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #362 holding.
  • Farther Finance Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.