Simplex Trading’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Simplex Trading’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	$12.5K	Buy	+628	New	+$12.2K	﹤0.01%	7512
2026 Q1	–	Sell	-2,224	Closed	-$43.8K	–	9601
2025 Q4	$43.8K	Buy	2,224 +665	+43%	+$14.1K	﹤0.01%	5779
2025 Q3	$35K	Buy	+1,559	New	+$36.5K	﹤0.01%	6816
2025 Q2	–	Sell	-540	Closed	-$13K	–	9183
2025 Q1	$13K	Sell	540 -4,489	-89%	-$129K	﹤0.01%	6906
2024 Q4	$150K	Buy	+5,029	New	+$166K	﹤0.01%	4791

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

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

Simplex Trading's IWMY Position: Q2 2026 in Review

Simplex Trading opened a new position in Defiance R2000 Weekly Distribution ETF (IWMY) in Q2 2026: 628 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #7512 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IWMY as recently as Q4 2025.

Simplex Trading first reported a position in IWMY in Q4 2024 and has held it in 5 quarters since. The position peaked at $150K in Q4 2024. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

Simplex Trading held 628 shares of Defiance R2000 Weekly Distribution ETF worth $12.5K as of Q2 2026.
Defiance R2000 Weekly Distribution ETF was a new Simplex Trading position in Q2 2026.
Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7512 holding.
Simplex Trading first reported a position in Defiance R2000 Weekly Distribution ETF in Q4 2024 and has held it in 5 quarters since.
Simplex Trading's Defiance R2000 Weekly Distribution ETF position peaked at $150K in Q4 2024.
11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.