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IWMIIWMI
2 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in NEOS RUSSELL 2000 HIGH INCOME ETF

Steward Partners Investment Advisory, LLC holds 23,613 shares of IWMI (NEOS RUSSELL 2000 HIGH INCOME ETF), worth $1.3M as of 2026-Q2. The position was increased (+48.3% shares). IWMI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.3M

Current Shares

23,613

Total Value Change

+$509,065

Total Shares Change

+7,691

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
23,613
+48.3%
$1.3M0.0%$52.26
35
2026-Q1
New
15,922
-
$754,7030.0%$44.65
34

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

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