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IWMIIWMI
4 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in NEOS RUSSELL 2000 HIGH INCOME ETF

Kestra Advisory Services, LLC holds 23,077 shares of IWMI (NEOS RUSSELL 2000 HIGH INCOME ETF), worth $1.2M as of 2026-Q2. The position was increased (+11.8% shares). IWMI represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.2M

Current Shares

23,077

Total Value Change

+$938,502

Total Shares Change

+16,971

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
23,077
+11.8%
$1.2M0.0%$52.26
28
2026-Q1
Decreased
20,641
-2.9%
$978,3850.0%$44.65
0
2025-Q4
Increased
21,266
+248.3%
$1M0.0%$44.23
40
2025-Q3
New
6,106
-
$296,5990.0%$42.59
32

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

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