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

LPL Financial’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	$39.6M	Buy	739,510 +175,595	+31%	+$9.02M	0.01%	1137
2026 Q1	$26.7M	Buy	563,915 +175,978	+45%	+$8.72M	0.01%	1279
2025 Q4	$18.9M	Buy	387,937 +204,184	+111%	+$10M	0.01%	1453
2025 Q3	$8.93M	Buy	183,753 +81,159	+79%	+$3.83M	﹤0.01%	1976
2025 Q2	$4.66M	Buy	102,594 +74,813	+269%	+$3.26M	﹤0.01%	2362
2025 Q1	$1.21M	Buy	+27,781	New	+$1.33M	﹤0.01%	3386

Other funds holding IWMI

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

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

LPL Financial's IWMI Position: Q2 2026 in Review

LPL Financial increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 31% in Q2 2026, buying an estimated $9.02M and bringing the position to 739,510 shares worth $39.6M. The position accounts for 0.01% of the portfolio, ranked #1137.

LPL Financial first reported a position in IWMI in Q1 2025 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

LPL Financial held 739,510 shares of NEOS Russell 2000 High Income ETF worth $39.6M as of Q2 2026.
LPL Financial bought 175,595 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $9.02M.
NEOS Russell 2000 High Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1137 holding.
LPL Financial first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.