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Stirlingshire Investments’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Stirlingshire Investments’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 		$685K Sell
18,490
-40
-0.2% -$1.54K 0.6% 39
2025
Q4 		$690K Buy
+18,530
New +$691K 0.61% 45

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 $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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 $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Stirlingshire Investments's SMIZ Position: Q1 2026 in Review

Stirlingshire Investments reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 0.22% in Q1 2026, selling an estimated $1.54K and leaving 18,490 shares worth $685K. The position accounts for 0.6% of the portfolio, ranked #39.

Stirlingshire Investments first reported a position in SMIZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $690K in Q4 2025. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Stirlingshire Investments held 18,490 shares of Zacks Small/Mid Cap ETF worth $685K as of Q1 2026.
  • Stirlingshire Investments sold 40 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $1.54K.
  • Zacks Small/Mid Cap ETF made up 0.6% of Stirlingshire Investments's portfolio in Q1 2026, its #39 holding.
  • Stirlingshire Investments first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Stirlingshire Investments's Zacks Small/Mid Cap ETF position peaked at $690K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Stirlingshire Investments's 13F filing for Q1 2026, filed 4 May 2026.