Moran Wealth Management
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Moran Wealth Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Moran Wealth Management’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
Q3 		$2.65M Buy
54,123
+11,971
+28% +$623K 0.07% 283
2026
Q2 		$2.26M Buy
42,152
+10,036
+31% +$515K 0.06% 309
2026
Q1 		$1.52M Buy
32,116
+23,745
+284% +$1.18M 0.05% 332
2025
Q4 		$408K Buy
+8,371
New +$410K 0.01% 416

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cascade Wealth Advisors
Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return
Palacios Wealth Management
Palacios Wealth Management Ormond Beach, Florida $188M AUM 33.2% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Moran Wealth Management's IWMI Position: Q3 2026 in Review

Moran Wealth Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 28% in Q3 2026, buying an estimated $623K and bringing the position to 54,123 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #283.

Moran Wealth Management first reported a position in IWMI in Q4 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • Moran Wealth Management held 54,123 shares of NEOS Russell 2000 High Income ETF worth $2.65M as of Q3 2026.
  • Moran Wealth Management bought 11,971 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $623K.
  • NEOS Russell 2000 High Income ETF made up 0.07% of Moran Wealth Management's portfolio in Q3 2026, its #283 holding.
  • Moran Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.