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Harbour Investments’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Harbour Investments’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 		$662K Buy
14,832
+1,723
+13% +$72K 0.01% 985
2026
Q1 		$486K Buy
13,109
+2,094
+19% +$80.6K 0.01% 1070
2025
Q4 		$407K Buy
11,015
+946
+9% +$35.3K 0.01% 942
2025
Q3 		$376K Buy
+10,069
New +$359K 0.01% 934

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments's SMIZ Position: Q2 2026 in Review

Harbour Investments increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 13% in Q2 2026, buying an estimated $72K and bringing the position to 14,832 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #985.

Harbour Investments first reported a position in SMIZ in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Harbour Investments held 14,832 shares of Zacks Small/Mid Cap ETF worth $662K as of Q2 2026.
  • Harbour Investments bought 1,723 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $72K.
  • Zacks Small/Mid Cap ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #985 holding.
  • Harbour Investments first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.