OL
IWMI

Owen LaRue’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Owen LaRue’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 		$4.34M Buy
81,072
+55,237
+214% +$2.84M 1.51% 20
2026
Q1 		$1.22M Buy
25,835
+19,695
+321% +$976K 0.47% 51
2025
Q4 		$299K Buy
6,140
+1,431
+30% +$70K 0.11% 97
2025
Q3 		$229K Buy
+4,709
New +$222K 0.09% 104

Other funds holding IWMI

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Owen LaRue's IWMI Position: Q2 2026 in Review

Owen LaRue increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 214% in Q2 2026, buying an estimated $2.84M and bringing the position to 81,072 shares worth $4.34M. The position accounts for 1.51% of the portfolio, ranked #20.

Owen LaRue first reported a position in IWMI in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Owen LaRue held 81,072 shares of NEOS Russell 2000 High Income ETF worth $4.34M as of Q2 2026.
  • Owen LaRue bought 55,237 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $2.84M.
  • NEOS Russell 2000 High Income ETF made up 1.51% of Owen LaRue's portfolio in Q2 2026, its #20 holding.
  • Owen LaRue first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.