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

Stifel Financial’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	$4.78M	Buy	89,382 +25,944	+41%	+$1.33M	﹤0.01%	1438
2026 Q1	$3.01M	Buy	63,438 +39,268	+162%	+$1.95M	﹤0.01%	1670
2025 Q4	$1.18M	Buy	24,170 +2,681	+12%	+$131K	﹤0.01%	2327
2025 Q3	$1.04M	Buy	21,489 +9,654	+82%	+$455K	﹤0.01%	2364
2025 Q2	$538K	Sell	11,835 -1,681	-12%	-$73.2K	﹤0.01%	2736
2025 Q1	$590K	Buy	13,516 +3,883	+40%	+$186K	﹤0.01%	2582
2024 Q4	$472K	Buy	+9,633	New	+$498K	﹤0.01%	2708

Other funds holding IWMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Stifel Financial's IWMI Position: Q2 2026 in Review

Stifel Financial increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 41% in Q2 2026, buying an estimated $1.33M and bringing the position to 89,382 shares worth $4.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Stifel Financial first reported a position in IWMI in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Stifel Financial held 89,382 shares of NEOS Russell 2000 High Income ETF worth $4.78M as of Q2 2026.
Stifel Financial bought 25,944 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $1.33M.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1438 holding.
Stifel Financial first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.