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

Sanchez Wealth Management Group’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 		$9.73M Buy
218,094
+6,111
+3% +$255K 1.71% 19
2026
Q1 		$7.86M Buy
211,983
+3,055
+1% +$118K 1.7% 18
2025
Q4 		$7.73M Buy
208,928
+18,380
+10% +$686K 1.65% 18
2025
Q3 		$7.12M Buy
190,548
+6,622
+4% +$236K 1.58% 20
2025
Q2 		$6.23M Buy
183,926
+5,161
+3% +$162K 1.5% 20
2025
Q1 		$5.41M Buy
+178,765
New +$5.83M 1.47% 20

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $230M AUM

Sanchez Wealth Management Group's SMIZ Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 2.9% in Q2 2026, buying an estimated $255K and bringing the position to 218,094 shares worth $9.73M. The position accounts for 1.71% of the portfolio, ranked #19.

Sanchez Wealth Management Group first reported a position in SMIZ in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Sanchez Wealth Management Group held 218,094 shares of Zacks Small/Mid Cap ETF worth $9.73M as of Q2 2026.
  • Sanchez Wealth Management Group bought 6,111 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $255K.
  • Zacks Small/Mid Cap ETF made up 1.71% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #19 holding.
  • Sanchez Wealth Management Group first reported a position in Zacks Small/Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.