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

World Equity 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 Q3	$493K	Sell	10,058 -532	-5%	-$27.7K	0.2%	108
2026 Q2	$567K	Buy	10,590 +722	+7%	+$37.1K	0.13%	191
2026 Q1	$468K	Buy	9,868 +749	+8%	+$37.1K	0.12%	207
2025 Q4	$444K	Buy	9,119 +965	+12%	+$47.2K	0.12%	185
2025 Q3	$396K	Buy	8,154 +675	+9%	+$31.8K	0.09%	219
2025 Q2	$340K	Buy	+7,479	New	+$326K	0.09%	225

Other funds holding IWMI

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Vann Equity Management Plano, Texas $168M AUM

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

World Equity Group's IWMI Position: Q3 2026 in Review

World Equity Group reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 5% in Q3 2026, selling an estimated $27.7K and leaving 10,058 shares worth $493K. The position accounts for 0.2% of the portfolio, ranked #108.

World Equity Group first reported a position in IWMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $567K in Q2 2026. 19 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

World Equity Group held 10,058 shares of NEOS Russell 2000 High Income ETF worth $493K as of Q3 2026.
World Equity Group sold 532 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $27.7K.
NEOS Russell 2000 High Income ETF made up 0.2% of World Equity Group's portfolio in Q3 2026, its #108 holding.
World Equity Group first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 6 quarters since.
World Equity Group's NEOS Russell 2000 High Income ETF position peaked at $567K in Q2 2026.
19 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.