IFG
IWMI

Independent Financial Group’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Independent Financial 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 		$1.4M Buy
26,215
+2,793
+12% +$143K 0.03% 572
2026
Q1 		$1.11M Buy
23,422
+9,092
+63% +$450K 0.02% 594
2025
Q4 		$698K Buy
+14,330
New +$701K 0.02% 755

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
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
GI
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Independent Financial Group's IWMI Position: Q2 2026 in Review

Independent Financial Group increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 12% in Q2 2026, buying an estimated $143K and bringing the position to 26,215 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #572.

Independent Financial Group 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.

  • Independent Financial Group held 26,215 shares of NEOS Russell 2000 High Income ETF worth $1.4M as of Q2 2026.
  • Independent Financial Group bought 2,793 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $143K.
  • NEOS Russell 2000 High Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #572 holding.
  • Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.