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IWMIIWMI
7 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in NEOS ETF TRUST

STIFEL FINANCIAL CORP holds 89,382 shares of IWMI (NEOS ETF TRUST), worth $4.8M as of 2026-Q2. The position was increased (+40.9% shares). IWMI represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$4.8M

Current Shares

89,382

Total Value Change

+$4.3M

Total Shares Change

+79,749

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
89,382
+40.9%
$4.8M0.0%$51.63
36
2026-Q1
Increased
63,438
+162.5%
$3M0.0%$44.11
43
2025-Q4
Increased
24,170
+12.5%
$1.2M0.0%$43.71
28
2025-Q3
Increased
21,489
+81.6%
$1M0.0%$42.08
39
2025-Q2
Decreased
11,835
-12.4%
$537,6820.0%$37.96
0
2025-Q1
Increased
13,516
+40.3%
$589,9800.0%$35.16
32
2024-Q4
New
9,633
-
$471,6800.0%$38.01
33

Other major holders of IWMI: LPL Financial LLC, Farther Finance Advisors, LLC

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