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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
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

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

IFP Advisors's SMIZ Position: Q2 2026 in Review

IFP Advisors reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 13% in Q2 2026, selling an estimated $543 and leaving 89 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

IFP Advisors first reported a position in SMIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.67K in Q2 2025. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • IFP Advisors held 89 shares of Zacks Small/Mid Cap ETF worth $3.97K as of Q2 2026.
  • IFP Advisors sold 13 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $543.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3910 holding.
  • IFP Advisors first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Zacks Small/Mid Cap ETF position peaked at $6.67K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.