SF
IWMI

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

Summit 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 		$2.19M Buy
46,234
+20,898
+82% +$1.04M 0.03% 552
2025
Q4 		$1.23M Buy
+25,336
New +$1.24M 0.02% 599

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
GI
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Summit Financial's IWMI Position: Q1 2026 in Review

Summit Financial increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 82% in Q1 2026, buying an estimated $1.04M and bringing the position to 46,234 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #552.

Summit Financial first reported a position in IWMI in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Summit Financial held 46,234 shares of NEOS Russell 2000 High Income ETF worth $2.19M as of Q1 2026.
  • Summit Financial bought 20,898 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $1.04M.
  • NEOS Russell 2000 High Income ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #552 holding.
  • Summit Financial first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.