Valley Wealth Managers’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-162	Closed	-$7.23K	–	357
2026 Q2	$7.23K	Buy	+162	New	+$6.77K	﹤0.01%	297

Other funds holding SMIZ

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

Valley Wealth Managers's SMIZ Position: Q3 2026 in Review

Valley Wealth Managers sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q3 2026, closing a stake of 162 shares — an estimated $7.23K sold.

Valley Wealth Managers first reported a position in SMIZ in Q2 2026 and held it in 1 quarter. The position peaked at $7.23K in Q2 2026. 15 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

Valley Wealth Managers reported no remaining Zacks Small/Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
Valley Wealth Managers sold 162 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $7.23K.
Valley Wealth Managers first reported a position in Zacks Small/Mid Cap ETF in Q2 2026 and held it in 1 quarter.
Valley Wealth Managers's Zacks Small/Mid Cap ETF position peaked at $7.23K in Q2 2026.
15 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.