Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$2.3K Buy
+62
New +$2.39K ﹤0.01% 3561

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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMIZ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026: 62 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #3561 among its holdings.

60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Northwestern Mutual Wealth Management held 62 shares of Zacks Small/Mid Cap ETF worth $2.3K as of Q1 2026.
  • Zacks Small/Mid Cap ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3561 holding.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.