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Strategic Blueprint’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Strategic Blueprint’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 		$3.54M Buy
79,321
+6,067
+8% +$253K 0.18% 131
2026
Q1 		$2.72M Buy
73,254
+4,503
+7% +$173K 0.16% 142
2025
Q4 		$2.54M Buy
68,751
+5,532
+9% +$206K 0.15% 139
2025
Q3 		$2.36M Buy
63,219
+7,052
+13% +$251K 0.1% 184
2025
Q2 		$1.9M Sell
56,167
-7,946
-12% -$250K 0.09% 192
2025
Q1 		$1.94M Buy
64,113
+3,071
+5% +$100K 0.11% 181
2024
Q4 		$2.03M Buy
61,042
+6,523
+12% +$225K 0.12% 151
2024
Q3 		$1.8M Buy
+54,519
New +$1.72M 0.11% 167

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
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

Strategic Blueprint's SMIZ Position: Q2 2026 in Review

Strategic Blueprint increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 8.3% in Q2 2026, buying an estimated $253K and bringing the position to 79,321 shares worth $3.54M. The position accounts for 0.18% of the portfolio, ranked #131.

Strategic Blueprint first reported a position in SMIZ in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Strategic Blueprint held 79,321 shares of Zacks Small/Mid Cap ETF worth $3.54M as of Q2 2026.
  • Strategic Blueprint bought 6,067 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $253K.
  • Zacks Small/Mid Cap ETF made up 0.18% of Strategic Blueprint's portfolio in Q2 2026, its #131 holding.
  • Strategic Blueprint first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.