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Axiom Financial Strategies’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Axiom Financial Strategies’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 		– Sell
-7,614
Closed -$282K – 37
2025
Q4 		$282K Hold
7,614
– – 0.12% 43
2025
Q3 		$284K Sell
7,614
-565
-7% -$20.1K 0.12% 42
2025
Q2 		$277K Sell
8,179
-317
-4% -$9.98K 0.15% 31
2025
Q1 		$257K Buy
8,496
+75
+0.9% +$2.45K 0.15% 34
2024
Q4 		$279K Buy
8,421
+25
+0.3% +$864 0.16% 31
2024
Q3 		$278K Buy
+8,396
New +$265K 0.15% 33

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
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 $571M AUM 21.17% 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 $83.7B AUM 27.22% 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 $1.88B AUM 29.07% 1-Year Est. Return

Axiom Financial Strategies's SMIZ Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026, closing a stake of 7,614 shares — an estimated $282K sold.

Axiom Financial Strategies first reported a position in SMIZ in Q3 2024 and held it in 6 quarters. The position peaked at $284K in Q3 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Zacks Small/Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 7,614 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $282K.
  • Axiom Financial Strategies first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and held it in 6 quarters.
  • Axiom Financial Strategies's Zacks Small/Mid Cap ETF position peaked at $284K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.