Advisory Services Network’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
98,800
+17,320
| +21% | +$598K | 0.05% | 373 |
|
|
2025
Q1 | $2.47M | Buy |
81,480
+10,748
| +15% | +$325K | 0.05% | 435 |
|
|
2024
Q4 | $2.35M | Buy |
70,732
+34,161
| +93% | +$1.13M | 0.04% | 452 |
|
|
2024
Q3 | $1.12M | Hold |
36,571
| – | – | 0.02% | 672 |
|
|
2024
Q2 | $1.12M | Buy |
36,571
+12,205
| +50% | +$372K | 0.02% | 672 |
|
|
2024
Q1 | $771K | Buy |
24,366
+11,005
| +82% | +$348K | 0.02% | 789 |
|
|
2023
Q4 | $382K | Buy |
+13,361
| New | +$382K | 0.01% | 1012 |
|