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 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 $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

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

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial's IWMI Position: Q1 2026 in Review

Stifel Financial increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 162% in Q1 2026, buying an estimated $1.95M and bringing the position to 63,438 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Stifel Financial first reported a position in IWMI in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Stifel Financial held 63,438 shares of NEOS Russell 2000 High Income ETF worth $3.01M as of Q1 2026.
Stifel Financial bought 39,268 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $1.95M.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1670 holding.
Stifel Financial first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.