UBS Group’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

UBS Group’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	$57.9K	Sell	2,918 -2,763	-49%	-$53.6K	﹤0.01%	7483
2026 Q1	$103K	Buy	5,681 +381	+7%	+$7.47K	﹤0.01%	6990
2025 Q4	$104K	Buy	+5,300	New	+$112K	﹤0.01%	6891
2024 Q3	–	Sell	-1,202	Closed	-$52.5K	–	9788
2024 Q2	$52.5K	Buy	+1,202	New	+$55.5K	﹤0.01%	6652

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

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

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

UBS Group's IWMY Position: Q2 2026 in Review

UBS Group reduced its Defiance R2000 Weekly Distribution ETF (IWMY) stake by 49% in Q2 2026, selling an estimated $53.6K and leaving 2,918 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7483.

UBS Group first reported a position in IWMY in Q2 2024 and has held it in 4 quarters since. The position peaked at $104K in Q4 2025. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

UBS Group held 2,918 shares of Defiance R2000 Weekly Distribution ETF worth $57.9K as of Q2 2026.
UBS Group sold 2,763 Defiance R2000 Weekly Distribution ETF shares in Q2 2026, an estimated $53.6K.
Defiance R2000 Weekly Distribution ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7483 holding.
UBS Group first reported a position in Defiance R2000 Weekly Distribution ETF in Q2 2024 and has held it in 4 quarters since.
UBS Group's Defiance R2000 Weekly Distribution ETF position peaked at $104K in Q4 2025.
11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.