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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48M	Sell	31,148 -60	-0.2%	-$2.97K	0.34%	69
2025 Q4	$1.52M	Buy	31,208 +1,551	+5%	+$75.9K	0.35%	68
2025 Q3	$1.44M	Buy	29,657 +2,943	+11%	+$139K	0.35%	65
2025 Q2	$1.21M	Buy	26,714 +2,974	+13%	+$130K	0.32%	68
2025 Q1	$1.04M	Buy	23,740 +5,924	+33%	+$283K	0.29%	83
2024 Q4	$872K	Buy	17,816 +5,612	+46%	+$290K	0.24%	93
2024 Q3	$627K	Buy	+12,204	New	+$616K	0.17%	112

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

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

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

High Net Worth Advisory Group's IWMI Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 0.19% in Q1 2026, selling an estimated $2.97K and leaving 31,148 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #69.

High Net Worth Advisory Group first reported a position in IWMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

High Net Worth Advisory Group held 31,148 shares of NEOS Russell 2000 High Income ETF worth $1.48M as of Q1 2026.
High Net Worth Advisory Group sold 60 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $2.97K.
NEOS Russell 2000 High Income ETF made up 0.34% of High Net Worth Advisory Group's portfolio in Q1 2026, its #69 holding.
High Net Worth Advisory Group first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and has held it in 7 quarters since.
High Net Worth Advisory Group's NEOS Russell 2000 High Income ETF position peaked at $1.52M in Q4 2025.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.