NWM
IWMI

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

Napa Wealth Management’s Portfolio IWMI Stock Details IWMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,722
Closed -$1.41M – 220
2024
Q4 		$1.41M Buy
28,722
+6,560
+30% +$321K 0.61% 38
2024
Q3 		$1.14M Buy
+22,162
New +$1.14M 0.54% 51