Osaic Holdings
IWMY icon

Osaic Holdings’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Osaic Holdings’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 		$19.3K Buy
970
+70
+8% +$1.36K ﹤0.01% 6201
2026
Q1 		$16.3K Buy
900
+66
+8% +$1.29K ﹤0.01% 5991
2025
Q4 		$16.4K Buy
834
+88
+12% +$1.87K ﹤0.01% 5999
2025
Q3 		$17.2K Buy
746
+94
+14% +$2.2K ﹤0.01% 6031
2025
Q2 		$15.7K Buy
652
+87
+15% +$2.08K ﹤0.01% 5879
2025
Q1 		$14.6K Buy
+565
New +$16.3K ﹤0.01% 5569

Other funds holding IWMY

MCA
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Cambridge Investment Research Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings's IWMY Position: Q2 2026 in Review

Osaic Holdings increased its Defiance R2000 Weekly Distribution ETF (IWMY) stake by 7.8% in Q2 2026, buying an estimated $1.36K and bringing the position to 970 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6201.

Osaic Holdings first reported a position in IWMY in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

  • Osaic Holdings held 970 shares of Defiance R2000 Weekly Distribution ETF worth $19.3K as of Q2 2026.
  • Osaic Holdings bought 70 Defiance R2000 Weekly Distribution ETF shares in Q2 2026, an estimated $1.36K.
  • Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6201 holding.
  • Osaic Holdings first reported a position in Defiance R2000 Weekly Distribution ETF in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.