Wells Fargo’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Wells Fargo’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	$11.3K	Buy	211 +210	+21,000%	+$10.8K	﹤0.01%	6046
2026 Q1	$29	Buy	+1	New	+$50	﹤0.01%	6719
2025 Q4	–	Hold	0	–	–	–	6778
2025 Q3	–	Sell	-1	Closed	-$47	–	7466
2025 Q2	$32	Hold	1	–	–	﹤0.01%	6672
2025 Q1	$47	Hold	1	–	–	﹤0.01%	6468
2024 Q4	$28	Buy	+1	New	+$52	﹤0.01%	6625

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

Wells Fargo's IWMI Position: Q2 2026 in Review

Wells Fargo increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 21,000% in Q2 2026, buying an estimated $10.8K and bringing the position to 211 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6046.

Wells Fargo first reported a position in IWMI in Q4 2024 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Wells Fargo held 211 shares of NEOS Russell 2000 High Income ETF worth $11.3K as of Q2 2026.
Wells Fargo bought 210 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $10.8K.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6046 holding.
Wells Fargo first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 5 quarters since.
111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.