GI
IWMI

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

Gradient Investments’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 		$8.86M Buy
165,461
+1,255
+0.8% +$64.5K 0.12% 155
2026
Q1 		$7.78M Buy
164,206
+853
+0.5% +$42.3K 0.12% 156
2025
Q4 		$7.95M Buy
163,353
+439
+0.3% +$21.5K 0.13% 159
2025
Q3 		$7.91M Buy
162,914
+1,525
+0.9% +$71.9K 0.13% 150
2025
Q2 		$7.33M Buy
161,389
+18,558
+13% +$808K 0.13% 152
2025
Q1 		$6.23M Buy
142,831
+12,285
+9% +$587K 0.13% 152
2024
Q4 		$6.39M Buy
+130,546
New +$6.75M 0.13% 142

Other funds holding IWMI

MS
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Gradient Investments's IWMI Position: Q2 2026 in Review

Gradient Investments increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 0.76% in Q2 2026, buying an estimated $64.5K and bringing the position to 165,461 shares worth $8.86M. The position accounts for 0.12% of the portfolio, ranked #155.

Gradient Investments first reported a position in IWMI in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Gradient Investments held 165,461 shares of NEOS Russell 2000 High Income ETF worth $8.86M as of Q2 2026.
  • Gradient Investments bought 1,255 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $64.5K.
  • NEOS Russell 2000 High Income ETF made up 0.12% of Gradient Investments's portfolio in Q2 2026, its #155 holding.
  • Gradient Investments first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.