Cambridge Investment Research Advisors’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
$882K Sell
26,019
-1,862
-7% -$63.1K ﹤0.01% 2055
2025
Q1
$844K Sell
27,881
-1,919
-6% -$58.1K ﹤0.01% 2001
2024
Q4
$989K Buy
29,800
+4,535
+18% +$151K ﹤0.01% 1884
2024
Q3
$836K Buy
+25,265
New +$836K ﹤0.01% 1989