G
IWMI

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

Gainplan’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
Q1 		– Sell
-5,376
Closed -$263K – 63
2024
Q4 		$263K Buy
+5,376
New +$278K 0.1% 39

Other funds holding IWMI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $5.31B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Gainplan's IWMI Position: Q1 2025 in Review

Gainplan sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q1 2025, closing a stake of 5,376 shares — an estimated $263K sold.

Gainplan first reported a position in IWMI in Q4 2024 and held it in 1 quarter. The position peaked at $263K in Q4 2024. 22 funds tracked by Wall St. Rank hold IWMI as of Q1 2025.

  • Gainplan reported no remaining NEOS Russell 2000 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Gainplan sold 5,376 NEOS Russell 2000 High Income ETF shares in Q1 2025, an estimated $263K.
  • Gainplan first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and held it in 1 quarter.
  • Gainplan's NEOS Russell 2000 High Income ETF position peaked at $263K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2025.

Based on Gainplan's 13F filing for Q1 2025, filed 10 Apr 2025.