Independence Wealth Advisors (Ohio)’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Independence Wealth Advisors (Ohio)’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	$2.93M	Buy	54,710 +6,957	+15%	+$357K	1.47%	19
2026 Q1	$2.26M	Buy	47,753 +3,604	+8%	+$179K	1.21%	17
2025 Q4	$2.15M	Buy	+44,149	New	+$2.16M	1.21%	20

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

Independence Wealth Advisors (Ohio)'s IWMI Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 15% in Q2 2026, buying an estimated $357K and bringing the position to 54,710 shares worth $2.93M. The position accounts for 1.47% of the portfolio, ranked #19.

Independence Wealth Advisors (Ohio) first reported a position in IWMI in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Independence Wealth Advisors (Ohio) held 54,710 shares of NEOS Russell 2000 High Income ETF worth $2.93M as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 6,957 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $357K.
NEOS Russell 2000 High Income ETF made up 1.47% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #19 holding.
Independence Wealth Advisors (Ohio) first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 3 quarters since.
111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.