Avior Wealth Management’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 | $23.7M | Buy |
699,141
+59,857
| +9% | +$2.03M | 0.82% | 34 |
|
|
2025
Q1 | $19.3M | Buy |
639,284
+78,541
| +14% | +$2.38M | 0.73% | 39 |
|
|
2024
Q4 | $18.6M | Buy |
560,743
+149,391
| +36% | +$4.96M | 0.68% | 37 |
|
|
2024
Q3 | $13.6M | Buy |
411,352
+45,107
| +12% | +$1.49M | 0.54% | 42 |
|
|
2024
Q2 | $11.2M | Buy |
366,245
+166,947
| +84% | +$5.09M | 0.48% | 46 |
|
|
2024
Q1 | $6.31M | Buy |
+199,298
| New | +$6.31M | 0.29% | 68 |
|