URS Advisory’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

URS Advisory’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 Q3	$330K	Buy	+6,745	New	+$351K	0.18%	51

Other funds holding IWMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Palacios Wealth Management Ormond Beach, Florida $188M AUM 33.2% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

URS Advisory's IWMI Position: Q3 2026 in Review

URS Advisory opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026: 6,745 shares worth $330K. The stake represents 0.18% of the portfolio and ranks #51 among its holdings.

81 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

URS Advisory held 6,745 shares of NEOS Russell 2000 High Income ETF worth $330K as of Q3 2026.
NEOS Russell 2000 High Income ETF was a new URS Advisory position in Q3 2026.
NEOS Russell 2000 High Income ETF made up 0.18% of URS Advisory's portfolio in Q3 2026, its #51 holding.
81 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on URS Advisory's 13F filing for Q3 2026, filed 10 Nov 2026.