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Retirement Wealth Solutions’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-496
Closed -$18.3K – 849
2025
Q4 		$18.3K Buy
496
+32
+7% +$1.19K 0.01% 165
2025
Q3 		$17.3K Sell
464
-4
-0.9% -$143 0.01% 168
2025
Q2 		$15.9K Buy
468
+36
+8% +$1.13K 0.01% 175
2025
Q1 		$13.1K Buy
432
+34
+9% +$1.11K 0.01% 187
2024
Q4 		$13.1K Buy
+398
New +$13.8K 0.01% 201

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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Retirement Wealth Solutions's SMIZ Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026, closing a stake of 496 shares — an estimated $18.3K sold.

Retirement Wealth Solutions first reported a position in SMIZ in Q4 2024 and held it in 5 quarters. The position peaked at $18.3K in Q4 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining Zacks Small/Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 496 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $18.3K.
  • Retirement Wealth Solutions first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and held it in 5 quarters.
  • Retirement Wealth Solutions's Zacks Small/Mid Cap ETF position peaked at $18.3K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.