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Freedom Investment Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-13,087
Closed -$444K – 610
2025
Q2 		$444K Sell
13,087
-9
-0.1% -$283 0.04% 481
2025
Q1 		$396K Buy
13,096
+1,432
+12% +$46.7K 0.03% 494
2024
Q4 		$387K Sell
11,664
-303
-3% -$10.5K 0.03% 505
2024
Q3 		$396K Buy
11,967
+1,970
+20% +$62.1K 0.03% 500
2024
Q2 		$305K Sell
9,997
-4,361
-30% -$133K 0.03% 589
2024
Q1 		$454K Buy
+14,358
New +$424K 0.04% 467

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

Freedom Investment Management's SMIZ Position: Q3 2025 in Review

Freedom Investment Management sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2025, closing a stake of 13,087 shares — an estimated $444K sold.

Freedom Investment Management first reported a position in SMIZ in Q1 2024 and held it in 6 quarters. The position peaked at $454K in Q1 2024. 51 funds tracked by Wall St. Rank hold SMIZ as of Q3 2025.

  • Freedom Investment Management reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 13,087 Zacks Small/Mid Cap ETF shares in Q3 2025, an estimated $444K.
  • Freedom Investment Management first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and held it in 6 quarters.
  • Freedom Investment Management's Zacks Small/Mid Cap ETF position peaked at $454K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.