IFP Advisors’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

IFP Advisors’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 Q3	$3.15K	Sell	77 -12	-13%	-$509	﹤0.01%	4039
2026 Q2	$3.97K	Sell	89 -13	-13%	-$543	﹤0.01%	3910
2026 Q1	$3.78K	Hold	102	–	–	﹤0.01%	3686
2025 Q4	$3.77K	Hold	102	–	–	﹤0.01%	3560
2025 Q3	$3.81K	Sell	102 -95	-48%	-$3.39K	﹤0.01%	3406
2025 Q2	$6.67K	Hold	197	–	–	﹤0.01%	3170
2025 Q1	$5.96K	Buy	197 +143	+265%	+$4.67K	﹤0.01%	2765
2024 Q4	$1.79K	Buy	+54	New	+$1.87K	﹤0.01%	3141

Other funds holding SMIZ

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

IFP Advisors's SMIZ Position: Q3 2026 in Review

IFP Advisors reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 13% in Q3 2026, selling an estimated $509 and leaving 77 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

IFP Advisors first reported a position in SMIZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.67K in Q2 2025. 21 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

IFP Advisors held 77 shares of Zacks Small/Mid Cap ETF worth $3.15K as of Q3 2026.
IFP Advisors sold 12 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $509.
Zacks Small/Mid Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4039 holding.
IFP Advisors first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's Zacks Small/Mid Cap ETF position peaked at $6.67K in Q2 2025.
21 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.