Group One Trading
IWMI

Group One Trading’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Group One Trading’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 		$61.7K Sell
1,152
-948
-45% -$48.7K ﹤0.01% 5238
2026
Q1 		$99.5K Buy
2,100
+400
+24% +$19.8K ﹤0.01% 4733
2025
Q4 		$82.8K Sell
1,700
-622
-27% -$30.4K ﹤0.01% 5158
2025
Q3 		$113K Buy
2,322
+2,000
+621% +$94.3K ﹤0.01% 5221
2025
Q2 		$14.6K Sell
322
-520
-62% -$22.6K ﹤0.01% 6471
2025
Q1 		$36.8K Sell
842
-1,096
-57% -$52.4K ﹤0.01% 5400
2024
Q4 		$94.9K Buy
+1,938
New +$100K ﹤0.01% 4563

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
GI
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Group One Trading's IWMI Position: Q2 2026 in Review

Group One Trading reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 45% in Q2 2026, selling an estimated $48.7K and leaving 1,152 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5238.

Group One Trading first reported a position in IWMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $113K in Q3 2025. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Group One Trading held 1,152 shares of NEOS Russell 2000 High Income ETF worth $61.7K as of Q2 2026.
  • Group One Trading sold 948 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $48.7K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Group One Trading's portfolio in Q2 2026, its #5238 holding.
  • Group One Trading first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Group One Trading's NEOS Russell 2000 High Income ETF position peaked at $113K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.