SBI Securities
IWMI icon

SBI Securities’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

SBI Securities’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
Q3 		$26K Buy
530
+264
+99% +$13.7K ﹤0.01% 1438
2026
Q2 		$14.2K Buy
266
+54
+25% +$2.77K ﹤0.01% 1676
2026
Q1 		$10K Buy
+212
New +$10.5K ﹤0.01% 1716

Other funds holding IWMI

Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

SBI Securities's IWMI Position: Q3 2026 in Review

SBI Securities increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 99% in Q3 2026, buying an estimated $13.7K and bringing the position to 530 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

SBI Securities first reported a position in IWMI in Q1 2026 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • SBI Securities held 530 shares of NEOS Russell 2000 High Income ETF worth $26K as of Q3 2026.
  • SBI Securities bought 264 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $13.7K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1438 holding.
  • SBI Securities first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.