P
IWMI

&Partners’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

&Partners’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 		$450K Buy
+8,410
New +$432K ﹤0.01% 1889

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

&Partners's IWMI Position: Q2 2026 in Review

&Partners opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 8,410 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #1889 among its holdings.

111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • &Partners held 8,410 shares of NEOS Russell 2000 High Income ETF worth $450K as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new &Partners position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1889 holding.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.