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Investment Advisory Services’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Investment Advisory Services’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 		$309K Hold
6,932
– – 0.09% 104
2026
Q1 		$257K Hold
6,932
– – 0.08% 110
2025
Q4 		$256K Hold
6,932
– – 0.08% 104
2025
Q3 		$259K Hold
6,932
– – 0.08% 106
2025
Q2 		$235K Hold
6,932
– – 0.08% 111
2025
Q1 		$210K Hold
6,932
– – 0.08% 110
2024
Q4 		$230K Buy
+6,932
New +$240K 0.08% 108

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 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

Investment Advisory Services's SMIZ Position: Q2 2026 in Review

Investment Advisory Services held its Zacks Small/Mid Cap ETF (SMIZ) position steady in Q2 2026 at 6,932 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #104.

Investment Advisory Services first reported a position in SMIZ in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Investment Advisory Services held 6,932 shares of Zacks Small/Mid Cap ETF worth $309K as of Q2 2026.
  • Investment Advisory Services left its Zacks Small/Mid Cap ETF share count unchanged in Q2 2026.
  • Zacks Small/Mid Cap ETF made up 0.09% of Investment Advisory Services's portfolio in Q2 2026, its #104 holding.
  • Investment Advisory Services first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.