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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
Q2 		$815K Sell
18,257
-233
-1% -$9.73K 0.6% 34
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

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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 22.9% 1-Year Est. Return
Steward Partners Investment Advisory
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
CreativeOne Wealth
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

Stirlingshire Investments's SMIZ Position: Q2 2026 in Review

Stirlingshire Investments reduced its Zacks Small/Mid Cap ETF (SMIZ) stake by 1.3% in Q2 2026, selling an estimated $9.73K and leaving 18,257 shares worth $815K. The position accounts for 0.6% of the portfolio, ranked #34.

Stirlingshire Investments first reported a position in SMIZ in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Stirlingshire Investments held 18,257 shares of Zacks Small/Mid Cap ETF worth $815K as of Q2 2026.
  • Stirlingshire Investments sold 233 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $9.73K.
  • Zacks Small/Mid Cap ETF made up 0.6% of Stirlingshire Investments's portfolio in Q2 2026, its #34 holding.
  • Stirlingshire Investments first reported a position in Zacks Small/Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.