SignatureFD
IWMI icon

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

SignatureFD’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 		$2.69K Hold
55
– – ﹤0.01% 3116
2026
Q2 		$2.94K Hold
55
– – ﹤0.01% 3044
2026
Q1 		$2.61K Buy
55
+35
+175% +$1.73K ﹤0.01% 2989
2025
Q4 		$974 Buy
+20
New +$979 ﹤0.01% 3124

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SignatureFD's IWMI Position: Q3 2026 in Review

SignatureFD held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q3 2026 at 55 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

SignatureFD first reported a position in IWMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.94K in Q2 2026. 117 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • SignatureFD held 55 shares of NEOS Russell 2000 High Income ETF worth $2.69K as of Q3 2026.
  • SignatureFD left its NEOS Russell 2000 High Income ETF share count unchanged in Q3 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3116 holding.
  • SignatureFD first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • SignatureFD's NEOS Russell 2000 High Income ETF position peaked at $2.94K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.