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 Q2	$1.67M	Buy	31,258 +110	+0.4%	+$5.65K	0.36%	64
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 $445B AUM 25.58% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

High Net Worth Advisory Group's IWMI Position: Q2 2026 in Review

High Net Worth Advisory Group increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 0.35% in Q2 2026, buying an estimated $5.65K and bringing the position to 31,258 shares worth $1.67M. The position accounts for 0.36% of the portfolio, ranked #64.

High Net Worth Advisory Group first reported a position in IWMI in Q3 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

High Net Worth Advisory Group held 31,258 shares of NEOS Russell 2000 High Income ETF worth $1.67M as of Q2 2026.
High Net Worth Advisory Group bought 110 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $5.65K.
NEOS Russell 2000 High Income ETF made up 0.36% of High Net Worth Advisory Group's portfolio in Q2 2026, its #64 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 8 quarters since.
111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.