Axxcess Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
63,738
-337
| -0.5% | -$11.4K | 0.05% | 277 |
|
|
2025
Q1 | $1.94M | Sell |
64,075
-36,400
| -36% | -$1.1M | 0.05% | 271 |
|
|
2024
Q4 | $3.33M | Buy |
100,475
+1,373
| +1% | +$45.6K | 0.08% | 179 |
|
|
2024
Q3 | $3.28M | Sell |
99,102
-10,743
| -10% | -$356K | 0.08% | 187 |
|
|
2024
Q2 | $3.35M | Buy |
+109,845
| New | +$3.35M | 0.09% | 180 |
|