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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
Q2 		$7.23K Buy
+162
New +$6.77K ﹤0.01% 297

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

Valley Wealth Managers's SMIZ Position: Q2 2026 in Review

Valley Wealth Managers opened a new position in Zacks Small/Mid Cap ETF (SMIZ) in Q2 2026: 162 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings.

73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Valley Wealth Managers held 162 shares of Zacks Small/Mid Cap ETF worth $7.23K as of Q2 2026.
  • Zacks Small/Mid Cap ETF was a new Valley Wealth Managers position in Q2 2026.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #297 holding.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.