FFA
SMIZ icon

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

Farther Finance 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 		$2.12M Buy
47,553
+47,197
+13,258% +$1.97M 0.02% 711
2026
Q1 		$13.3K Buy
356
+1
+0.3% +$39 ﹤0.01% 3927
2025
Q4 		$13.1K Buy
355
+150
+73% +$5.6K ﹤0.01% 3729
2025
Q3 		$7.66K Buy
+205
New +$7.31K ﹤0.01% 3560

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's SMIZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 13,258% in Q2 2026, buying an estimated $1.97M and bringing the position to 47,553 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #711.

Farther Finance Advisors first reported a position in SMIZ in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Farther Finance Advisors held 47,553 shares of Zacks Small/Mid Cap ETF worth $2.12M as of Q2 2026.
  • Farther Finance Advisors bought 47,197 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $1.97M.
  • Zacks Small/Mid Cap ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #711 holding.
  • Farther Finance Advisors first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.