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

Herbst Group’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	$1.67M	Buy	+31,151	New	+$1.6M	0.91%	45

Other funds holding IWMI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Herbst Group's IWMI Position: Q2 2026 in Review

Herbst Group opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 31,151 shares worth $1.67M. The stake represents 0.91% of the portfolio and ranks #45 among its holdings.

11 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Herbst Group held 31,151 shares of NEOS Russell 2000 High Income ETF worth $1.67M as of Q2 2026.
NEOS Russell 2000 High Income ETF was a new Herbst Group position in Q2 2026.
NEOS Russell 2000 High Income ETF made up 0.91% of Herbst Group's portfolio in Q2 2026, its #45 holding.
11 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.