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
Q2 		$3.06M Buy
57,258
+8,593
+18% +$441K 1.81% 15
2026
Q1 		$2.31M Buy
+48,665
New +$2.41M 1.51% 18

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

Marshall & Sterling Wealth Advisors's IWMI Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 18% in Q2 2026, buying an estimated $441K and bringing the position to 57,258 shares worth $3.06M. The position accounts for 1.81% of the portfolio, ranked #15.

Marshall & Sterling Wealth Advisors first reported a position in IWMI in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 57,258 shares of NEOS Russell 2000 High Income ETF worth $3.06M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 8,593 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $441K.
  • NEOS Russell 2000 High Income ETF made up 1.81% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.