Fidelity Investments
IWMI

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

Fidelity Investments’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
2025
Q3 		– Sell
-5
Closed -$227 – 5613
2025
Q2 		$227 Sell
5
-40
-89% -$1.74K ﹤0.01% 5094
2025
Q1 		$1.96K Buy
45
+44
+4,400% +$2.1K ﹤0.01% 4880
2024
Q4 		$49 Hold
1
– – ﹤0.01% 5194
2024
Q3 		$51 Buy
+1
New +$50 ﹤0.01% 5180

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $228M AUM 7.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Fidelity Investments's IWMI Position: Q3 2025 in Review

Fidelity Investments sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q3 2025, closing a stake of 5 shares — an estimated $227 sold.

Fidelity Investments first reported a position in IWMI in Q3 2024 and held it in 4 quarters. The position peaked at $1.96K in Q1 2025. 41 funds tracked by Wall St. Rank hold IWMI as of Q3 2025.

  • Fidelity Investments reported no remaining NEOS Russell 2000 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 5 NEOS Russell 2000 High Income ETF shares in Q3 2025, an estimated $227.
  • Fidelity Investments first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and held it in 4 quarters.
  • Fidelity Investments's NEOS Russell 2000 High Income ETF position peaked at $1.96K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.