WEG
IWMI

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

World Equity Group's IWMI Position: Q2 2026 in Review

World Equity Group increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 7.3% in Q2 2026, buying an estimated $37.1K and bringing the position to 10,590 shares worth $567K. The position accounts for 0.13% of the portfolio, ranked #191.

World Equity Group first reported a position in IWMI in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • World Equity Group held 10,590 shares of NEOS Russell 2000 High Income ETF worth $567K as of Q2 2026.
  • World Equity Group bought 722 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $37.1K.
  • NEOS Russell 2000 High Income ETF made up 0.13% of World Equity Group's portfolio in Q2 2026, its #191 holding.
  • World Equity Group first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.