SI
IWMI

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

Stephens Inc’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 		$1.22M Sell
22,885
-1,050
-4% -$53.9K 0.01% 624
2026
Q1 		$1.13M Sell
23,935
-39,785
-62% -$1.97M 0.01% 609
2025
Q4 		$3.1M Buy
63,720
+9,236
+17% +$452K 0.04% 394
2025
Q3 		$2.65M Buy
54,484
+35,554
+188% +$1.68M 0.03% 425
2025
Q2 		$860K Buy
+18,930
New +$824K 0.01% 667
2025
Q1 		– Sell
-15,240
Closed -$746K – 1322
2024
Q4 		$746K Buy
15,240
+2,850
+23% +$147K 0.01% 684
2024
Q3 		$636K Buy
+12,390
New +$625K 0.01% 745

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

Stephens Inc's IWMI Position: Q2 2026 in Review

Stephens Inc reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 4.4% in Q2 2026, selling an estimated $53.9K and leaving 22,885 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #624.

Stephens Inc first reported a position in IWMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2025. 58 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Stephens Inc held 22,885 shares of NEOS Russell 2000 High Income ETF worth $1.22M as of Q2 2026.
  • Stephens Inc sold 1,050 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $53.9K.
  • NEOS Russell 2000 High Income ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #624 holding.
  • Stephens Inc first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Stephens Inc's NEOS Russell 2000 High Income ETF position peaked at $3.1M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.