Morgan Stanley’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Morgan Stanley’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	–	Sell	-1	Closed	-$26	–	8503
2026 Q1	$26	Buy	+1	New	+$20	﹤0.01%	8130
2025 Q4	–	Sell	-379	Closed	-$8.72K	–	8349
2025 Q3	$8.72K	Hold	379	–	–	﹤0.01%	6942
2025 Q2	$9.14K	Sell	379 -1	-0.3%	-$24	﹤0.01%	6878
2025 Q1	$9.83K	Sell	380 -113	-23%	-$3.25K	﹤0.01%	6803
2024 Q4	$14.7K	Buy	493 +46	+10%	+$1.51K	﹤0.01%	6665
2024 Q3	$16.6K	Buy	447 +365	+445%	+$14.4K	﹤0.01%	6555
2024 Q2	$3.6K	Buy	82 +60	+273%	+$2.77K	﹤0.01%	6938
2024 Q1	$1.2K	Buy	+22	New	+$1.21K	﹤0.01%	7148

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

Morgan Stanley's IWMY Position: Q2 2026 in Review

Morgan Stanley sold out of Defiance R2000 Weekly Distribution ETF (IWMY) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

Morgan Stanley first reported a position in IWMY in Q1 2024 and held it in 8 quarters. The position peaked at $16.6K in Q3 2024. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

Morgan Stanley reported no remaining Defiance R2000 Weekly Distribution ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 1 Defiance R2000 Weekly Distribution ETF share in Q2 2026, an estimated $26.
Morgan Stanley first reported a position in Defiance R2000 Weekly Distribution ETF in Q1 2024 and held it in 8 quarters.
Morgan Stanley's Defiance R2000 Weekly Distribution ETF position peaked at $16.6K in Q3 2024.
11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.