Citadel Advisors
SMIZ icon

Citadel Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Citadel 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
2025
Q3 		– Sell
-11,826
Closed -$401K – 13990
2025
Q2 		$401K Buy
+11,826
New +$372K ﹤0.01% 9142
2024
Q3 		– Sell
-22,447
Closed -$684K – 15160
2024
Q2 		$684K Buy
22,447
+6,676
+42% +$203K ﹤0.01% 7400
2024
Q1 		$499K Buy
+15,771
New +$466K ﹤0.01% 8407

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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return

Citadel Advisors's SMIZ Position: Q3 2025 in Review

Citadel Advisors sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2025, closing a stake of 11,826 shares — an estimated $401K sold.

Citadel Advisors first reported a position in SMIZ in Q1 2024 and held it in 3 quarters. The position peaked at $684K in Q2 2024. 51 funds tracked by Wall St. Rank hold SMIZ as of Q3 2025.

  • Citadel Advisors reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 11,826 Zacks Small/Mid Cap ETF shares in Q3 2025, an estimated $401K.
  • Citadel Advisors first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and held it in 3 quarters.
  • Citadel Advisors's Zacks Small/Mid Cap ETF position peaked at $684K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.