SAI
IWMI

Savvy Advisors Inc’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Savvy Advisors Inc’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 		– Sell
-12,604
Closed -$614K – 1217
2025
Q4 		$614K Buy
+12,604
New +$617K 0.02% 502

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 $10.6B AUM 19.99% 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
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Savvy Advisors Inc's IWMI Position: Q1 2026 in Review

Savvy Advisors Inc sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026, closing a stake of 12,604 shares — an estimated $614K sold.

Savvy Advisors Inc first reported a position in IWMI in Q4 2025 and held it in 1 quarter. The position peaked at $614K in Q4 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Savvy Advisors Inc reported no remaining NEOS Russell 2000 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 12,604 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $614K.
  • Savvy Advisors Inc first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's NEOS Russell 2000 High Income ETF position peaked at $614K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.