NW
IWMI

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

Naviter Wealth’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
Q1 		$363K Buy
7,664
+1,219
+19% +$60.4K 0.05% 220
2025
Q4 		$314K Buy
+6,445
New +$315K 0.04% 228

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Naviter Wealth's IWMI Position: Q1 2026 in Review

Naviter Wealth increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 19% in Q1 2026, buying an estimated $60.4K and bringing the position to 7,664 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #220.

Naviter Wealth first reported a position in IWMI in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Naviter Wealth held 7,664 shares of NEOS Russell 2000 High Income ETF worth $363K as of Q1 2026.
  • Naviter Wealth bought 1,219 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $60.4K.
  • NEOS Russell 2000 High Income ETF made up 0.05% of Naviter Wealth's portfolio in Q1 2026, its #220 holding.
  • Naviter Wealth first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.