MFS
IWMI

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

Mattson Financial Services’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
2025
Q2 		– Sell
-1,496
Closed -$65.3K – 352
2025
Q1 		$65.3K Buy
+1,496
New +$71.5K 0.02% 178

Other funds holding IWMI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Mattson Financial Services's IWMI Position: Q2 2025 in Review

Mattson Financial Services sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q2 2025, closing a stake of 1,496 shares — an estimated $65.3K sold.

Mattson Financial Services first reported a position in IWMI in Q1 2025 and held it in 1 quarter. The position peaked at $65.3K in Q1 2025. 34 funds tracked by Wall St. Rank hold IWMI as of Q2 2025.

  • Mattson Financial Services reported no remaining NEOS Russell 2000 High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,496 NEOS Russell 2000 High Income ETF shares in Q2 2025, an estimated $65.3K.
  • Mattson Financial Services first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's NEOS Russell 2000 High Income ETF position peaked at $65.3K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.