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
2026
Q2 		$4.94M Buy
+92,263
New +$4.74M ﹤0.01% 4173
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 $445B AUM 25.58% 1-Year Est. Return
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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

UBS Group's IWMI Position: Q2 2026 in Review

UBS Group opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 92,263 shares worth $4.94M. The stake represents ﹤0.01% of the portfolio and ranks #4173 among its holdings. This is a return to the name: UBS Group previously reported a position in IWMI as recently as Q3 2025.

UBS Group first reported a position in IWMI in Q3 2024 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • UBS Group held 92,263 shares of NEOS Russell 2000 High Income ETF worth $4.94M as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new UBS Group position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4173 holding.
  • UBS Group first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.