AssetMark Inc
SMIZ icon

AssetMark Inc’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

AssetMark Inc’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 		– Sell
-99
Closed -$3.67K – 3649
2026
Q1 		$3.67K Buy
+99
New +$3.81K ﹤0.01% 2680

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

AssetMark Inc's SMIZ Position: Q2 2026 in Review

AssetMark Inc sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026, closing a stake of 99 shares — an estimated $3.67K sold.

AssetMark Inc first reported a position in SMIZ in Q1 2026 and held it in 1 quarter. The position peaked at $3.67K in Q1 2026. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • AssetMark Inc reported no remaining Zacks Small/Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 99 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $3.67K.
  • AssetMark Inc first reported a position in Zacks Small/Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • AssetMark Inc's Zacks Small/Mid Cap ETF position peaked at $3.67K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.