HNWAG
IWMI

High Net Worth Advisory Group’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

High Net Worth Advisory Group’s Portfolio IWMI Stock Details IWMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
26,714
+2,974
+13% +$135K 0.32% 68
2025
Q1 		$1.04M Buy
23,740
+5,924
+33% +$259K 0.29% 83
2024
Q4 		$872K Buy
17,816
+5,612
+46% +$275K 0.24% 93
2024
Q3 		$627K Buy
+12,204
New +$627K 0.17% 111