Rockefeller Capital Management
IWMI

Rockefeller Capital Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Rockefeller Capital 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 		$3.2M Buy
59,828
+6,516
+12% +$335K ﹤0.01% 1173
2026
Q1 		$2.53M Buy
53,312
+51,687
+3,181% +$2.56M ﹤0.01% 1208
2025
Q4 		$79.1K Buy
+1,625
New +$79.5K ﹤0.01% 2833

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

Rockefeller Capital Management's IWMI Position: Q2 2026 in Review

Rockefeller Capital Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 12% in Q2 2026, buying an estimated $335K and bringing the position to 59,828 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Rockefeller Capital Management first reported a position in IWMI in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Rockefeller Capital Management held 59,828 shares of NEOS Russell 2000 High Income ETF worth $3.2M as of Q2 2026.
  • Rockefeller Capital Management bought 6,516 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $335K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1173 holding.
  • Rockefeller Capital Management first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.