SIM
IWMI

Seaview Investment Managers’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Seaview Investment Managers’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 		$1.28M Buy
23,887
+7,977
+50% +$410K 0.38% 47
2026
Q1 		$754K Buy
+15,910
New +$788K 0.27% 52

Other funds holding IWMI

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
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Seaview Investment Managers's IWMI Position: Q2 2026 in Review

Seaview Investment Managers increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 50% in Q2 2026, buying an estimated $410K and bringing the position to 23,887 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #47.

Seaview Investment Managers first reported a position in IWMI in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Seaview Investment Managers held 23,887 shares of NEOS Russell 2000 High Income ETF worth $1.28M as of Q2 2026.
  • Seaview Investment Managers bought 7,977 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $410K.
  • NEOS Russell 2000 High Income ETF made up 0.38% of Seaview Investment Managers's portfolio in Q2 2026, its #47 holding.
  • Seaview Investment Managers first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

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