Wells Fargo
IWMY icon

Wells Fargo’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Wells Fargo’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 -$19 – 7192
2026
Q1 		$13 Hold
1
– – ﹤0.01% 6898
2025
Q4 		$29 Hold
1
– – ﹤0.01% 6645
2025
Q3 		$26 Sell
1
-1
-50% -$23 ﹤0.01% 6634
2025
Q2 		$48 Hold
2
– – ﹤0.01% 6590
2025
Q1 		$41 Buy
2
+1
+100% +$29 ﹤0.01% 6495
2024
Q4 		$30 Hold
1
– – ﹤0.01% 6607
2024
Q3 		$41 Buy
+1
New +$39 ﹤0.01% 6383
2024
Q2 		– Hold
0
– – – 6595

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Wells Fargo's IWMY Position: Q2 2026 in Review

Wells Fargo sold out of Defiance R2000 Weekly Distribution ETF (IWMY) in Q2 2026, closing a stake of 1 share — an estimated $19 sold.

Wells Fargo first reported a position in IWMY in Q3 2024 and held it in 7 quarters. The position peaked at $48 in Q2 2025. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2026.

  • Wells Fargo reported no remaining Defiance R2000 Weekly Distribution ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Fargo sold 1 Defiance R2000 Weekly Distribution ETF share in Q2 2026, an estimated $19.
  • Wells Fargo first reported a position in Defiance R2000 Weekly Distribution ETF in Q3 2024 and held it in 7 quarters.
  • Wells Fargo's Defiance R2000 Weekly Distribution ETF position peaked at $48 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.