RWM
SMIZ icon

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

Revisor 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
Q2 		$663K Buy
14,859
+5,218
+54% +$218K 0.16% 152
2026
Q1 		$357K Buy
+9,641
New +$371K 0.1% 223

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

Revisor Wealth Management's SMIZ Position: Q2 2026 in Review

Revisor Wealth Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 54% in Q2 2026, buying an estimated $218K and bringing the position to 14,859 shares worth $663K. The position accounts for 0.16% of the portfolio, ranked #152.

Revisor Wealth Management first reported a position in SMIZ in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Revisor Wealth Management held 14,859 shares of Zacks Small/Mid Cap ETF worth $663K as of Q2 2026.
  • Revisor Wealth Management bought 5,218 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $218K.
  • Zacks Small/Mid Cap ETF made up 0.16% of Revisor Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Revisor Wealth Management first reported a position in Zacks Small/Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.