FWM
IWMI

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
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 $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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 $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Foguth Wealth Management's IWMI Position: Q2 2026 in Review

Foguth Wealth Management reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 22% in Q2 2026, selling an estimated $64.1K and leaving 4,318 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #192.

Foguth Wealth Management first reported a position in IWMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $291K in Q1 2026. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Foguth Wealth Management held 4,318 shares of NEOS Russell 2000 High Income ETF worth $227K as of Q2 2026.
  • Foguth Wealth Management sold 1,248 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $64.1K.
  • NEOS Russell 2000 High Income ETF made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Foguth Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Foguth Wealth Management's NEOS Russell 2000 High Income ETF position peaked at $291K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.