JY
SMIZ icon

Jeff Yass’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Jeff Yass’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 		– Sell
-7,050
Closed -$261K – 14439
2026
Q1 		$261K Buy
7,050
+1,065
+18% +$41K ﹤0.01% 11167
2025
Q4 		$221K Sell
5,985
-2,347
-28% -$87.6K ﹤0.01% 10655
2025
Q3 		$311K Buy
+8,332
New +$297K ﹤0.01% 10023
2025
Q1 		– Sell
-14,302
Closed -$475K – 13378
2024
Q4 		$475K Buy
+14,302
New +$494K ﹤0.01% 8789
2024
Q3 		– Sell
-13,637
Closed -$416K – 12957
2024
Q2 		$416K Buy
+13,637
New +$415K ﹤0.01% 8718

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

Jeff Yass's SMIZ Position: Q2 2026 in Review

Jeff Yass sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026, closing a stake of 7,050 shares — an estimated $261K sold.

Jeff Yass first reported a position in SMIZ in Q2 2024 and held it in 5 quarters. The position peaked at $475K in Q4 2024. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Jeff Yass reported no remaining Zacks Small/Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 7,050 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $261K.
  • Jeff Yass first reported a position in Zacks Small/Mid Cap ETF in Q2 2024 and held it in 5 quarters.
  • Jeff Yass's Zacks Small/Mid Cap ETF position peaked at $475K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.