Financial Management Network
IWMI icon

Financial Management Network’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Financial Management Network’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 		– Sell
-3,911
Closed -$207K – 220
2026
Q2 		$207K Buy
+3,911
New +$201K 0.03% 208

Other funds holding IWMI

Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Financial Management Network's IWMI Position: Q3 2026 in Review

Financial Management Network sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026, closing a stake of 3,911 shares — an estimated $207K sold.

Financial Management Network first reported a position in IWMI in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 28 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • Financial Management Network reported no remaining NEOS Russell 2000 High Income ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Network sold 3,911 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $207K.
  • Financial Management Network first reported a position in NEOS Russell 2000 High Income ETF in Q2 2026 and held it in 1 quarter.
  • Financial Management Network's NEOS Russell 2000 High Income ETF position peaked at $207K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.