Royal Bank of Canada
IWMI

Royal Bank of Canada’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Royal Bank of Canada’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 		$5.31M Buy
99,238
+46,995
+90% +$2.41M ﹤0.01% 2549
2026
Q1 		$2.48M Buy
52,243
+25,029
+92% +$1.24M ﹤0.01% 2930
2025
Q4 		$1.32M Buy
27,214
+26,214
+2,621% +$1.28M ﹤0.01% 3443
2025
Q3 		$49K Buy
+1,000
New +$47.2K ﹤0.01% 5830
2025
Q1 		– Sell
-280
Closed -$14K – 7318
2024
Q4 		$14K Buy
+280
New +$14.5K ﹤0.01% 6259

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
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
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Royal Bank of Canada's IWMI Position: Q2 2026 in Review

Royal Bank of Canada increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 90% in Q2 2026, buying an estimated $2.41M and bringing the position to 99,238 shares worth $5.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Royal Bank of Canada first reported a position in IWMI in Q4 2024 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Royal Bank of Canada held 99,238 shares of NEOS Russell 2000 High Income ETF worth $5.31M as of Q2 2026.
  • Royal Bank of Canada bought 46,995 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $2.41M.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #2549 holding.
  • Royal Bank of Canada first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.