Freedom Investment Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
13,087
-9
| -0.1% | -$305 | 0.04% | 481 |
|
|
2025
Q1 | $396K | Buy |
13,096
+1,432
| +12% | +$43.3K | 0.03% | 494 |
|
|
2024
Q4 | $387K | Sell |
11,664
-303
| -3% | -$10.1K | 0.03% | 505 |
|
|
2024
Q3 | $396K | Buy |
11,967
+1,970
| +20% | +$65.2K | 0.03% | 500 |
|
|
2024
Q2 | $305K | Sell |
9,997
-4,361
| -30% | -$133K | 0.03% | 589 |
|
|
2024
Q1 | $454K | Buy |
+14,358
| New | +$454K | 0.04% | 467 |
|