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 Q2	$3.23M	Buy	60,325 +16,765	+38%	+$861K	0.58%	48
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 $445B AUM 25.58% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Garden State Investment Advisory Services's IWMI Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 38% in Q2 2026, buying an estimated $861K and bringing the position to 60,325 shares worth $3.23M. The position accounts for 0.58% of the portfolio, ranked #48.

Garden State Investment Advisory Services first reported a position in IWMI in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Garden State Investment Advisory Services held 60,325 shares of NEOS Russell 2000 High Income ETF worth $3.23M as of Q2 2026.
Garden State Investment Advisory Services bought 16,765 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $861K.
NEOS Russell 2000 High Income ETF made up 0.58% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #48 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 7 quarters since.
110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.