IFP Advisors
IWMI icon

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
Q3 		$4.9K Hold
100
– – ﹤0.01% 3826
2026
Q2 		$5.35K Hold
100
– – ﹤0.01% 3750
2026
Q1 		$4.74K Buy
+100
New +$4.95K ﹤0.01% 3559

Other funds holding IWMI

MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

IFP Advisors's IWMI Position: Q3 2026 in Review

IFP Advisors held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q3 2026 at 100 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

IFP Advisors first reported a position in IWMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.35K in Q2 2026. 35 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • IFP Advisors held 100 shares of NEOS Russell 2000 High Income ETF worth $4.9K as of Q3 2026.
  • IFP Advisors left its NEOS Russell 2000 High Income ETF share count unchanged in Q3 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3826 holding.
  • IFP Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's NEOS Russell 2000 High Income ETF position peaked at $5.35K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.