McGuire Capital Advisors’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

McGuire Capital Advisors’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	$596K	Hold	30,000	–	–	0.32%	54
2026 Q1	$543K	Buy	30,000 +2,000	+7%	+$39.2K	0.35%	46
2025 Q4	$552K	Buy	+28,000	New	+$594K	0.35%	41

Other funds holding IWMY

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

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

McGuire Capital Advisors's IWMY Position: Q2 2026 in Review

McGuire Capital Advisors held its Defiance R2000 Weekly Distribution ETF (IWMY) position steady in Q2 2026 at 30,000 shares worth $596K. The position accounts for 0.32% of the portfolio, ranked #54.

McGuire Capital Advisors first reported a position in IWMY in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

McGuire Capital Advisors held 30,000 shares of Defiance R2000 Weekly Distribution ETF worth $596K as of Q2 2026.
McGuire Capital Advisors left its Defiance R2000 Weekly Distribution ETF share count unchanged in Q2 2026.
Defiance R2000 Weekly Distribution ETF made up 0.32% of McGuire Capital Advisors's portfolio in Q2 2026, its #54 holding.
McGuire Capital Advisors first reported a position in Defiance R2000 Weekly Distribution ETF in Q4 2025 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.