Integrated Wealth Concepts’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Integrated Wealth Concepts’s Portfolio IYRI Stock Details IYRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.9K	Buy	+852	New	+$41.9K	﹤0.01%	3500

Other funds holding IYRI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

Integrated Wealth Concepts's IYRI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 852 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #3500 among its holdings.

51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

Integrated Wealth Concepts held 852 shares of NEOS Real Estate High Income ETF worth $41.9K as of Q2 2026.
NEOS Real Estate High Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
NEOS Real Estate High Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3500 holding.
51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.