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Arax Advisory Partners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Arax Advisory Partners’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Sell
3,248
-534
-14% -$22.3K ﹤0.01% 2462
2026
Q1 		$140K Sell
3,782
-40
-1% -$1.54K ﹤0.01% 1236
2025
Q4 		$141K Buy
+3,822
New +$143K ﹤0.01% 1177

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arax Advisory Partners's SMIZ Position: Q2 2026 in Review

Arax Advisory Partners reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 14% in Q2 2026, selling an estimated $22.3K and leaving 3,248 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Arax Advisory Partners first reported a position in SMIZ in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Arax Advisory Partners held 3,248 shares of Zacks Small/Mid Cap ETF worth $145K as of Q2 2026.
  • Arax Advisory Partners sold 534 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $22.3K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2462 holding.
  • Arax Advisory Partners first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.