PWM
IWMI

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
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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Palacios Wealth Management's IWMI Position: Q1 2026 in Review

Palacios Wealth Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 350% in Q1 2026, buying an estimated $2.25M and bringing the position to 58,477 shares worth $2.98M. The position accounts for 1.87% of the portfolio, ranked #13.

Palacios Wealth Management first reported a position in IWMI in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Palacios Wealth Management held 58,477 shares of NEOS Russell 2000 High Income ETF worth $2.98M as of Q1 2026.
  • Palacios Wealth Management bought 45,476 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $2.25M.
  • NEOS Russell 2000 High Income ETF made up 1.87% of Palacios Wealth Management's portfolio in Q1 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 3 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.