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Independent Wealth Network’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Independent Wealth Network’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 		$234K Buy
+5,243
New +$219K 0.06% 283

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Independent Wealth Network's SMIZ Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 5,243 shares worth $234K. The stake represents 0.06% of the portfolio and ranks #283 among its holdings.

12 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Independent Wealth Network held 5,243 shares of Zacks Small/Mid Cap ETF worth $234K as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new Independent Wealth Network position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #283 holding.
  • 12 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.