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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
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 $1.05B AUM 19.14% 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 $462M AUM 13.82% 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 $1.6B AUM 20.7% 1-Year Est. Return

Strategic Blueprint's SMIZ Position: Q1 2026 in Review

Strategic Blueprint increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 6.5% in Q1 2026, buying an estimated $173K and bringing the position to 73,254 shares worth $2.72M. The position accounts for 0.16% of the portfolio, ranked #142.

Strategic Blueprint first reported a position in SMIZ in Q3 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Strategic Blueprint held 73,254 shares of Zacks Small/Mid Cap ETF worth $2.72M as of Q1 2026.
  • Strategic Blueprint bought 4,503 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $173K.
  • Zacks Small/Mid Cap ETF made up 0.16% of Strategic Blueprint's portfolio in Q1 2026, its #142 holding.
  • Strategic Blueprint first reported a position in Zacks Small/Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.