SIS
IWMI

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

Sound Income Strategies’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 		– Sell
-1,725
Closed -$82.1K – 2485
2026
Q1 		$82.1K Buy
+1,725
New +$85.5K ﹤0.01% 669

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

Sound Income Strategies's IWMI Position: Q2 2026 in Review

Sound Income Strategies sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026, closing a stake of 1,725 shares — an estimated $82.1K sold.

Sound Income Strategies first reported a position in IWMI in Q1 2026 and held it in 1 quarter. The position peaked at $82.1K in Q1 2026. 47 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Sound Income Strategies reported no remaining NEOS Russell 2000 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,725 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $82.1K.
  • Sound Income Strategies first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's NEOS Russell 2000 High Income ETF position peaked at $82.1K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.