SIC
IWMI

Salem Investment Counselors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Salem Investment Counselors’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 		$25.4K Hold
475
– – ﹤0.01% 729
2026
Q1 		$22.5K Buy
+475
New +$23.5K ﹤0.01% 727
2025
Q4 		– Sell
-125
Closed -$6.07K – 1190
2025
Q3 		$6.07K Buy
125
+25
+25% +$1.18K ﹤0.01% 954
2025
Q2 		$4.54K Buy
+100
New +$4.36K ﹤0.01% 957

Other funds holding IWMI

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
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
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

Salem Investment Counselors's IWMI Position: Q2 2026 in Review

Salem Investment Counselors held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q2 2026 at 475 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Salem Investment Counselors first reported a position in IWMI in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Salem Investment Counselors held 475 shares of NEOS Russell 2000 High Income ETF worth $25.4K as of Q2 2026.
  • Salem Investment Counselors left its NEOS Russell 2000 High Income ETF share count unchanged in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #729 holding.
  • Salem Investment Counselors first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.