Goldman Sachs
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Goldman Sachs’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Goldman Sachs’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
Q4 		– Sell
-8,078
Closed -$267K – 6245
2024
Q3 		$267K Buy
+8,078
New +$255K ﹤0.01% 5352

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

Goldman Sachs's SMIZ Position: Q4 2024 in Review

Goldman Sachs sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q4 2024, closing a stake of 8,078 shares — an estimated $267K sold.

Goldman Sachs first reported a position in SMIZ in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 33 funds tracked by Wall St. Rank hold SMIZ as of Q4 2024.

  • Goldman Sachs reported no remaining Zacks Small/Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Goldman Sachs sold 8,078 Zacks Small/Mid Cap ETF shares in Q4 2024, an estimated $267K.
  • Goldman Sachs first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Goldman Sachs's Zacks Small/Mid Cap ETF position peaked at $267K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q4 2024.

Based on Goldman Sachs's 13F filing for Q4 2024, filed 11 Feb 2025.