Creative Planning
SMIZ icon

Creative Planning’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Creative Planning’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.55M Sell
104,685
-206,392
-66% -$6.99M ﹤0.01% 934
2025
Q1 		$9.41M Buy
+311,077
New +$9.41M 0.01% 502