GIA
IWMI

Gladstone Institutional Advisory’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Gladstone Institutional Advisory’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 		$397K Buy
8,385
+3,861
+85% +$191K 0.01% 591
2025
Q4 		$220K Buy
+4,524
New +$221K 0.01% 728

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $228M AUM 7.97% 1-Year Est. Return
Jane Street
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 $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Gladstone Institutional Advisory's IWMI Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 85% in Q1 2026, buying an estimated $191K and bringing the position to 8,385 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #591.

Gladstone Institutional Advisory first reported a position in IWMI in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Gladstone Institutional Advisory held 8,385 shares of NEOS Russell 2000 High Income ETF worth $397K as of Q1 2026.
  • Gladstone Institutional Advisory bought 3,861 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $191K.
  • NEOS Russell 2000 High Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #591 holding.
  • Gladstone Institutional Advisory first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.