Garden State Investment Advisory Services’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Garden State Investment Advisory Services’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 Q1	$2.06M	Buy	43,560 +16,155	+59%	+$800K	0.45%	58
2025 Q4	$1.33M	Buy	27,405 +5,018	+22%	+$246K	0.29%	70
2025 Q3	$1.09M	Buy	22,387 +7,585	+51%	+$358K	0.24%	81
2025 Q2	$672K	Buy	14,802 +3,747	+34%	+$163K	0.17%	118
2025 Q1	$483K	Buy	11,055 +4,700	+74%	+$225K	0.15%	126
2024 Q4	$311K	Buy	+6,355	New	+$328K	0.09%	178

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return

Garden State Investment Advisory Services's IWMI Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 59% in Q1 2026, buying an estimated $800K and bringing the position to 43,560 shares worth $2.06M. The position accounts for 0.45% of the portfolio, ranked #58.

Garden State Investment Advisory Services first reported a position in IWMI in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Garden State Investment Advisory Services held 43,560 shares of NEOS Russell 2000 High Income ETF worth $2.06M as of Q1 2026.
Garden State Investment Advisory Services bought 16,155 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $800K.
NEOS Russell 2000 High Income ETF made up 0.45% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #58 holding.
Garden State Investment Advisory Services first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.