SWM
IWMI

Spire Wealth Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Spire Wealth Management’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 		$17.7K Buy
332
+122
+58% +$6.26K ﹤0.01% 1476
2026
Q1 		$9.95K Buy
210
+8
+4% +$396 ﹤0.01% 1614
2025
Q4 		$9.85K Buy
+202
New +$9.89K ﹤0.01% 1705
2025
Q1 		– Sell
-10,547
Closed -$516K – 2593
2024
Q4 		$516K Buy
+10,547
New +$545K 0.02% 542

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
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Spire Wealth Management's IWMI Position: Q2 2026 in Review

Spire Wealth Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 58% in Q2 2026, buying an estimated $6.26K and bringing the position to 332 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Spire Wealth Management first reported a position in IWMI in Q4 2024 and has held it in 4 quarters since. The position peaked at $516K in Q4 2024. 59 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Spire Wealth Management held 332 shares of NEOS Russell 2000 High Income ETF worth $17.7K as of Q2 2026.
  • Spire Wealth Management bought 122 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $6.26K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1476 holding.
  • Spire Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Spire Wealth Management's NEOS Russell 2000 High Income ETF position peaked at $516K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.