FMP
IWMI

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

Financial Management Professionals’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
Q2 		$10.5K Hold
197
– – ﹤0.01% 576
2026
Q1 		$9.34K Buy
197
+11
+6% +$545 ﹤0.01% 543
2025
Q4 		$9.05K Buy
+186
New +$9.11K ﹤0.01% 548

Other funds holding IWMI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Financial Management Professionals's IWMI Position: Q2 2026 in Review

Financial Management Professionals held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q2 2026 at 197 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Financial Management Professionals first reported a position in IWMI in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Financial Management Professionals held 197 shares of NEOS Russell 2000 High Income ETF worth $10.5K as of Q2 2026.
  • Financial Management Professionals left its NEOS Russell 2000 High Income ETF share count unchanged in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #576 holding.
  • Financial Management Professionals first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.