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
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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AssetMark Inc's SMIZ Position: Q1 2026 in Review

AssetMark Inc opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026: 99 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #2680 among its holdings.

60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • AssetMark Inc held 99 shares of Zacks Small/Mid Cap ETF worth $3.67K as of Q1 2026.
  • Zacks Small/Mid Cap ETF was a new AssetMark Inc position in Q1 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2680 holding.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.