Cambridge Investment Research Advisors
SMIZ icon

Cambridge Investment Research Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$1.44M Buy
32,165
+3,043
+10% +$127K ﹤0.01% 1819
2026
Q1 		$1.08M Buy
29,122
+3,270
+13% +$126K ﹤0.01% 2111
2025
Q4 		$956K Buy
25,852
+1,410
+6% +$52.6K ﹤0.01% 2136
2025
Q3 		$913K Sell
24,442
-1,577
-6% -$56.2K ﹤0.01% 2117
2025
Q2 		$882K Sell
26,019
-1,862
-7% -$58.6K ﹤0.01% 2055
2025
Q1 		$844K Sell
27,881
-1,919
-6% -$62.6K ﹤0.01% 2001
2024
Q4 		$989K Buy
29,800
+4,535
+18% +$157K ﹤0.01% 1884
2024
Q3 		$836K Buy
+25,265
New +$797K ﹤0.01% 1989

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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Cambridge Investment Research Advisors's SMIZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 10% in Q2 2026, buying an estimated $127K and bringing the position to 32,165 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Cambridge Investment Research Advisors first reported a position in SMIZ in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 32,165 shares of Zacks Small/Mid Cap ETF worth $1.44M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,043 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $127K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1819 holding.
  • Cambridge Investment Research Advisors first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.