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
Q2 		$11.4M Buy
254,812
+87,678
+52% +$3.66M 0.01% 604
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 $1.16B 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
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
SFG
Strive Financial Group Carmel, Indiana $230M AUM

Truist Financial's SMIZ Position: Q2 2026 in Review

Truist Financial increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 52% in Q2 2026, buying an estimated $3.66M and bringing the position to 254,812 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #604.

Truist Financial first reported a position in SMIZ in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Truist Financial held 254,812 shares of Zacks Small/Mid Cap ETF worth $11.4M as of Q2 2026.
  • Truist Financial bought 87,678 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $3.66M.
  • Zacks Small/Mid Cap ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #604 holding.
  • Truist Financial first reported a position in Zacks Small/Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.