Vann Equity Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Vann Equity Management’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	$562K	Buy	10,499 +1,873	+22%	+$96.2K	0.34%	82
2026 Q1	$409K	Buy	+8,626	New	+$427K	0.29%	94

Other funds holding IWMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Vann Equity Management's IWMI Position: Q2 2026 in Review

Vann Equity Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 22% in Q2 2026, buying an estimated $96.2K and bringing the position to 10,499 shares worth $562K. The position accounts for 0.34% of the portfolio, ranked #82.

Vann Equity Management first reported a position in IWMI in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Vann Equity Management held 10,499 shares of NEOS Russell 2000 High Income ETF worth $562K as of Q2 2026.
Vann Equity Management bought 1,873 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $96.2K.
NEOS Russell 2000 High Income ETF made up 0.34% of Vann Equity Management's portfolio in Q2 2026, its #82 holding.
Vann Equity Management first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 2 quarters since.
112 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.