Bogart Wealth LLC
IWMY icon

Bogart Wealth LLC’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Bogart Wealth LLC’s Portfolio IWMY Stock Details IWMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1K Buy
+589
New +$11K ﹤0.01% 1015

Other funds holding IWMY

Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Bogart Wealth LLC's IWMY Position: Q3 2026 in Review

Bogart Wealth LLC opened a new position in Defiance R2000 Weekly Distribution ETF (IWMY) in Q3 2026: 589 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings.

7 funds tracked by Wall St. Rank hold IWMY as of Q3 2026.

  • Bogart Wealth LLC held 589 shares of Defiance R2000 Weekly Distribution ETF worth $10.1K as of Q3 2026.
  • Defiance R2000 Weekly Distribution ETF was a new Bogart Wealth LLC position in Q3 2026.
  • Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1015 holding.
  • 7 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.