MSWA
IWMI

Marshall & Sterling Wealth Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q1 		$2.31M Buy
+48,665
New +$2.41M 1.51% 18

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IWMI Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 48,665 shares worth $2.31M. The stake represents 1.51% of the portfolio and ranks #18 among its holdings.

85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 48,665 shares of NEOS Russell 2000 High Income ETF worth $2.31M as of Q1 2026.
  • NEOS Russell 2000 High Income ETF was a new Marshall & Sterling Wealth Advisors position in Q1 2026.
  • NEOS Russell 2000 High Income ETF made up 1.51% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.