JY
IWMI

Jeff Yass’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Jeff Yass’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 		$329K Buy
6,142
+445
+8% +$22.9K ﹤0.01% 10836
2026
Q1 		$270K Sell
5,697
-9,676
-63% -$479K ﹤0.01% 11108
2025
Q4 		$748K Sell
15,373
-54,432
-78% -$2.66M ﹤0.01% 7870
2025
Q3 		$3.39M Buy
+69,805
New +$3.29M ﹤0.01% 4740
2025
Q2 		– Sell
-7,171
Closed -$313K – 13914
2025
Q1 		$313K Buy
+7,171
New +$343K ﹤0.01% 9984

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

Jeff Yass's IWMI Position: Q2 2026 in Review

Jeff Yass increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 7.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 6,142 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #10836.

Jeff Yass first reported a position in IWMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.39M in Q3 2025. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Jeff Yass held 6,142 shares of NEOS Russell 2000 High Income ETF worth $329K as of Q2 2026.
  • Jeff Yass bought 445 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $22.9K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10836 holding.
  • Jeff Yass first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Jeff Yass's NEOS Russell 2000 High Income ETF position peaked at $3.39M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.