NWM
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Navigation Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Navigation Wealth Management’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.79M Buy
52,702
+41,921
+389% +$1.42M 2.63% 4
2025
Q1 		$326K Buy
+10,781
New +$326K 0.5% 5