Osaic Holdings
IWMI

Osaic Holdings’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Osaic Holdings’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 		$21.5K Buy
454
+157
+53% +$7.78K ﹤0.01% 5806
2025
Q4 		$14.5K Buy
+297
New +$14.5K ﹤0.01% 6088
2024
Q4 		– Sell
-1,000
Closed -$51.4K – 7682
2024
Q3 		$51.4K Buy
+1,000
New +$50.5K ﹤0.01% 4729

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $671M AUM 22.71% 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 $169M AUM 38.93% 1-Year Est. Return

Osaic Holdings's IWMI Position: Q1 2026 in Review

Osaic Holdings increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 53% in Q1 2026, buying an estimated $7.78K and bringing the position to 454 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5806.

Osaic Holdings first reported a position in IWMI in Q3 2024 and has held it in 3 quarters since. The position peaked at $51.4K in Q3 2024. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Osaic Holdings held 454 shares of NEOS Russell 2000 High Income ETF worth $21.5K as of Q1 2026.
  • Osaic Holdings bought 157 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $7.78K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5806 holding.
  • Osaic Holdings first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Osaic Holdings's NEOS Russell 2000 High Income ETF position peaked at $51.4K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.