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

Palacios Wealth Management’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	$3.32M	Buy	62,100 +3,623	+6%	+$186K	1.96%	13
2026 Q1	$2.98M	Buy	58,477 +45,476	+350%	+$2.25M	1.87%	13
2025 Q4	$633K	Sell	13,001 -220	-2%	-$10.8K	0.48%	33
2025 Q3	$642K	Buy	+13,221	New	+$624K	0.42%	37

Other funds holding IWMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Palacios Wealth Management's IWMI Position: Q2 2026 in Review

Palacios Wealth Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 6.2% in Q2 2026, buying an estimated $186K and bringing the position to 62,100 shares worth $3.32M. The position accounts for 1.96% of the portfolio, ranked #13.

Palacios Wealth Management first reported a position in IWMI in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Palacios Wealth Management held 62,100 shares of NEOS Russell 2000 High Income ETF worth $3.32M as of Q2 2026.
Palacios Wealth Management bought 3,623 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $186K.
NEOS Russell 2000 High Income ETF made up 1.96% of Palacios Wealth Management's portfolio in Q2 2026, its #13 holding.
Palacios Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 4 quarters since.
111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.