Revisor Wealth Management
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
Q3 		$608K Buy
14,905
+46
+0.3% +$1.95K 0.15% 153
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Revisor Wealth Management's SMIZ Position: Q3 2026 in Review

Revisor Wealth Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 0.31% in Q3 2026, buying an estimated $1.95K and bringing the position to 14,905 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #153.

Revisor Wealth Management first reported a position in SMIZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $663K in Q2 2026. 24 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

  • Revisor Wealth Management held 14,905 shares of Zacks Small/Mid Cap ETF worth $608K as of Q3 2026.
  • Revisor Wealth Management bought 46 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $1.95K.
  • Zacks Small/Mid Cap ETF made up 0.15% of Revisor Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Revisor Wealth Management first reported a position in Zacks Small/Mid Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Revisor Wealth Management's Zacks Small/Mid Cap ETF position peaked at $663K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.