Fisher Asset Management
SMIZ icon

Fisher Asset Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Fisher Asset Management’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
2024
Q3 		– Sell
-7,487
Closed -$228K – 1004
2024
Q2 		$228K Buy
+7,487
New +$228K ﹤0.01% 933

Other funds holding SMIZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Fisher Asset Management's SMIZ Position: Q3 2024 in Review

Fisher Asset Management sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2024, closing a stake of 7,487 shares — an estimated $228K sold.

Fisher Asset Management first reported a position in SMIZ in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 23 funds tracked by Wall St. Rank hold SMIZ as of Q3 2024.

  • Fisher Asset Management reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Fisher Asset Management sold 7,487 Zacks Small/Mid Cap ETF shares in Q3 2024, an estimated $228K.
  • Fisher Asset Management first reported a position in Zacks Small/Mid Cap ETF in Q2 2024 and held it in 1 quarter.
  • Fisher Asset Management's Zacks Small/Mid Cap ETF position peaked at $228K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.