MS
IWMI

Madden Securities’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Madden Securities’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 		$14.1M Buy
263,232
+109
+0% +$5.6K 3.91% 5
2026
Q1 		$12.5M Buy
263,123
+16,395
+7% +$812K 3.75% 5
2025
Q4 		$12M Buy
246,728
+66,583
+37% +$3.26M 3.66% 7
2025
Q3 		$8.75M Buy
180,145
+57,353
+47% +$2.7M 2.68% 9
2025
Q2 		$5.58M Buy
122,792
+99,732
+432% +$4.34M 1.87% 14
2025
Q1 		$1.01M Buy
+23,060
New +$1.1M 0.39% 63

Other funds holding IWMI

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Madden Securities's IWMI Position: Q2 2026 in Review

Madden Securities increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 0.04% in Q2 2026, buying an estimated $5.6K and bringing the position to 263,232 shares worth $14.1M. The position accounts for 3.91% of the portfolio, ranked #5.

Madden Securities first reported a position in IWMI in Q1 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Madden Securities held 263,232 shares of NEOS Russell 2000 High Income ETF worth $14.1M as of Q2 2026.
  • Madden Securities bought 109 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $5.6K.
  • NEOS Russell 2000 High Income ETF made up 3.91% of Madden Securities's portfolio in Q2 2026, its #5 holding.
  • Madden Securities first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.