SWMG
SMIZ icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.23M Buy
183,926
+5,161
+3% +$175K 1.5% 20
2025
Q1
$5.41M Buy
+178,765
New +$5.41M 1.47% 20