GRP
IWMI

Global Retirement Partners’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-965
Closed -$46.9K – 4448
2025
Q3 		$46.9K Hold
965
– – ﹤0.01% 1926
2025
Q2 		$43.8K Buy
+965
New +$42K ﹤0.01% 1837
2024
Q4 		$41.2K Buy
+842
New +$43.5K ﹤0.01% 1712

Other funds holding IWMI

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GI
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CWA
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SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Global Retirement Partners's IWMI Position: Q4 2025 in Review

Global Retirement Partners sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q4 2025, closing a stake of 965 shares — an estimated $46.9K sold.

Global Retirement Partners first reported a position in IWMI in Q4 2024 and held it in 3 quarters. The position peaked at $46.9K in Q3 2025. 60 funds tracked by Wall St. Rank hold IWMI as of Q4 2025.

  • Global Retirement Partners reported no remaining NEOS Russell 2000 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 965 NEOS Russell 2000 High Income ETF shares in Q4 2025, an estimated $46.9K.
  • Global Retirement Partners first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and held it in 3 quarters.
  • Global Retirement Partners's NEOS Russell 2000 High Income ETF position peaked at $46.9K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.