UBS Group
IWMI

UBS Group’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-2,756
Closed -$134K – 11347
2025
Q3 		$134K Buy
+2,756
New +$130K ﹤0.01% 6924
2024
Q4 		– Sell
-4,637
Closed -$238K – 10541
2024
Q3 		$238K Buy
+4,637
New +$234K ﹤0.01% 5744

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

UBS Group's IWMI Position: Q4 2025 in Review

UBS Group sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q4 2025, closing a stake of 2,756 shares — an estimated $134K sold.

UBS Group first reported a position in IWMI in Q3 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 60 funds tracked by Wall St. Rank hold IWMI as of Q4 2025.

  • UBS Group reported no remaining NEOS Russell 2000 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 2,756 NEOS Russell 2000 High Income ETF shares in Q4 2025, an estimated $134K.
  • UBS Group first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and held it in 2 quarters.
  • UBS Group's NEOS Russell 2000 High Income ETF position peaked at $238K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.