Truist Financial
SMIZ icon

Truist Financial’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Truist Financial’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 		$6.27M Buy
+167,134
New +$6.44M 0.01% 766

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Truist Financial's SMIZ Position: Q1 2026 in Review

Truist Financial opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q1 2026: 167,134 shares worth $6.27M. The stake represents 0.01% of the portfolio and ranks #766 among its holdings.

60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • Truist Financial held 167,134 shares of Zacks Small/Mid Cap ETF worth $6.27M as of Q1 2026.
  • Zacks Small/Mid Cap ETF was a new Truist Financial position in Q1 2026.
  • Zacks Small/Mid Cap ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #766 holding.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.