IA
IWMI

IFP Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

IFP Advisors’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 		$4.74K Buy
+100
New +$4.95K ﹤0.01% 3559

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
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

IFP Advisors's IWMI Position: Q1 2026 in Review

IFP Advisors opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 100 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #3559 among its holdings.

85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • IFP Advisors held 100 shares of NEOS Russell 2000 High Income ETF worth $4.74K as of Q1 2026.
  • NEOS Russell 2000 High Income ETF was a new IFP Advisors position in Q1 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3559 holding.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.