Jeff Yass’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Jeff Yass’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	$369K	Buy	18,579 +4,407	+31%	+$85.5K	﹤0.01%	10595
2026 Q1	$256K	Sell	14,172 -10,547	-43%	-$207K	﹤0.01%	11216
2025 Q4	$487K	Buy	24,719 +15,725	+175%	+$334K	﹤0.01%	8847
2025 Q3	$207K	Buy	+8,994	New	+$211K	﹤0.01%	10925
2025 Q2	–	Sell	-26,030	Closed	-$672K	–	13187
2025 Q1	$672K	Buy	26,030 +361	+1%	+$10.4K	﹤0.01%	8246
2024 Q4	$766K	Sell	25,669 -14,936	-37%	-$492K	﹤0.01%	7612
2024 Q3	$1.51M	Buy	40,605 +11,610	+40%	+$457K	﹤0.01%	5900
2024 Q2	$1.27M	Buy	28,995 +24,939	+615%	+$1.15M	﹤0.01%	6026
2024 Q1	$217K	Sell	4,056 -67	-2%	-$3.69K	﹤0.01%	10434
2023 Q4	$246K	Buy	+4,123	New	+$253K	﹤0.01%	10260

Other funds holding IWMY

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's IWMY Position: Q2 2026 in Review

Jeff Yass increased its Defiance R2000 Weekly Distribution ETF (IWMY) stake by 31% in Q2 2026, buying an estimated $85.5K and bringing the position to 18,579 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #10595.

Jeff Yass first reported a position in IWMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2024. 10 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

Jeff Yass held 18,579 shares of Defiance R2000 Weekly Distribution ETF worth $369K as of Q2 2026.
Jeff Yass bought 4,407 Defiance R2000 Weekly Distribution ETF shares in Q2 2026, an estimated $85.5K.
Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10595 holding.
Jeff Yass first reported a position in Defiance R2000 Weekly Distribution ETF in Q4 2023 and has held it in 10 quarters since.
Jeff Yass's Defiance R2000 Weekly Distribution ETF position peaked at $1.51M in Q3 2024.
10 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.