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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$277K Sell
8,179
-317
-4% -$10.7K 0.15% 31
2025
Q1 		$257K Buy
8,496
+75
+0.9% +$2.27K 0.15% 34
2024
Q4 		$279K Buy
8,421
+25
+0.3% +$829 0.16% 31
2024
Q3 		$278K Buy
+8,396
New +$278K 0.15% 33