Foguth Wealth Management
IWMI icon

Foguth Wealth Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Foguth Wealth Management’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
-4,318
Closed -$227K – 238
2026
Q2 		$227K Sell
4,318
-1,248
-22% -$64.1K 0.03% 192
2026
Q1 		$291K Buy
+5,566
New +$276K 0.03% 166

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
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
Palacios Wealth Management
Palacios Wealth Management Ormond Beach, Florida $188M AUM 33.2% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return
Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return
Independence Wealth Advisors (Ohio)
Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return

Foguth Wealth Management's IWMI Position: Q3 2026 in Review

Foguth Wealth Management sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026, closing a stake of 4,318 shares — an estimated $227K sold.

Foguth Wealth Management first reported a position in IWMI in Q1 2026 and held it in 2 quarters. The position peaked at $291K in Q1 2026. 64 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • Foguth Wealth Management reported no remaining NEOS Russell 2000 High Income ETF position as of Q3 2026 after selling out during the quarter.
  • Foguth Wealth Management sold 4,318 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $227K.
  • Foguth Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and held it in 2 quarters.
  • Foguth Wealth Management's NEOS Russell 2000 High Income ETF position peaked at $291K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.