MA
IWMI

Mutual Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Mutual 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 		$1.92M Buy
35,853
+6,853
+24% +$352K 0.04% 431
2026
Q1 		$1.37M Buy
29,000
+553
+2% +$27.4K 0.03% 482
2025
Q4 		$1.38M Buy
28,447
+2,969
+12% +$145K 0.03% 466
2025
Q3 		$1.24M Buy
25,478
+2,170
+9% +$102K 0.03% 493
2025
Q2 		$1.08M Buy
23,308
+1,852
+9% +$80.7K 0.03% 480
2025
Q1 		$913K Buy
+21,456
New +$1.03M 0.03% 477

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

Mutual Advisors's IWMI Position: Q2 2026 in Review

Mutual Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 24% in Q2 2026, buying an estimated $352K and bringing the position to 35,853 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #431.

Mutual Advisors first reported a position in IWMI in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Mutual Advisors held 35,853 shares of NEOS Russell 2000 High Income ETF worth $1.92M as of Q2 2026.
  • Mutual Advisors bought 6,853 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $352K.
  • NEOS Russell 2000 High Income ETF made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #431 holding.
  • Mutual Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.