Modus Advisors
IWMY icon

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

Modus 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
Q1 		– Sell
-50
Closed -$985 – 221
2025
Q4 		$985 Buy
+50
New +$1.06K ﹤0.01% 339
2025
Q1 		– Sell
-50
Closed -$1.49K – 204
2024
Q4 		$1.49K Buy
+50
New +$1.65K ﹤0.01% 289

Other funds holding IWMY

Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
McGuire Capital Advisors
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stance Capital
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Modus Advisors's IWMY Position: Q1 2026 in Review

Modus Advisors sold out of Defiance R2000 Weekly Distribution ETF (IWMY) in Q1 2026, closing a stake of 50 shares — an estimated $985 sold.

Modus Advisors first reported a position in IWMY in Q4 2024 and held it in 2 quarters. The position peaked at $1.49K in Q4 2024. 15 funds tracked by Wall St. Rank hold IWMY as of Q1 2026.

  • Modus Advisors reported no remaining Defiance R2000 Weekly Distribution ETF position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 50 Defiance R2000 Weekly Distribution ETF shares in Q1 2026, an estimated $985.
  • Modus Advisors first reported a position in Defiance R2000 Weekly Distribution ETF in Q4 2024 and held it in 2 quarters.
  • Modus Advisors's Defiance R2000 Weekly Distribution ETF position peaked at $1.49K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.