Fidelity Investments’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Fidelity Investments’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 Q2	$20	Sell	1 -22	-96%	-$427	﹤0.01%	5507
2026 Q1	$416	Buy	+23	New	+$451	﹤0.01%	5181
2025 Q4	–	Sell	-4	Closed	-$92	–	5503
2025 Q3	$92	Buy	+4	New	+$94	﹤0.01%	5208
2025 Q1	–	Sell	-8	Closed	-$239	–	5518
2024 Q4	$239	Buy	+8	New	+$263	﹤0.01%	5045
2024 Q3	–	Hold	0	–	-$15	–	5619
2024 Q2	–	Sell	-1	Closed	-$46	–	5241
2024 Q1	$36	Buy	+1	New	+$55	﹤0.01%	5080

Other funds holding IWMY

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

Fidelity Investments's IWMY Position: Q2 2026 in Review

Fidelity Investments reduced its Defiance R2000 Weekly Distribution ETF (IWMY) stake by 96% in Q2 2026, selling an estimated $427 and leaving 1 share worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #5507.

Fidelity Investments first reported a position in IWMY in Q1 2024 and has held it in 5 quarters since. The position peaked at $416 in Q1 2026. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

Fidelity Investments held 1 share of Defiance R2000 Weekly Distribution ETF worth $20 as of Q2 2026.
Fidelity Investments sold 22 Defiance R2000 Weekly Distribution ETF shares in Q2 2026, an estimated $427.
Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5507 holding.
Fidelity Investments first reported a position in Defiance R2000 Weekly Distribution ETF in Q1 2024 and has held it in 5 quarters since.
Fidelity Investments's Defiance R2000 Weekly Distribution ETF position peaked at $416 in Q1 2026.
11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.