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von Borstel & Associates’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

von Borstel & Associates’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
2025
Q4 		– Sell
-149,605
Closed -$5.59M – 143
2025
Q3 		$5.59M Buy
+149,605
New +$5.33M 0.86% 23

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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

von Borstel & Associates's SMIZ Position: Q4 2025 in Review

von Borstel & Associates sold out of Zacks Small/Mid Cap ETF (SMIZ) in Q4 2025, closing a stake of 149,605 shares — an estimated $5.59M sold.

von Borstel & Associates first reported a position in SMIZ in Q3 2025 and held it in 1 quarter. The position peaked at $5.59M in Q3 2025. 57 funds tracked by Wall St. Rank hold SMIZ as of Q4 2025.

  • von Borstel & Associates reported no remaining Zacks Small/Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 149,605 Zacks Small/Mid Cap ETF shares in Q4 2025, an estimated $5.59M.
  • von Borstel & Associates first reported a position in Zacks Small/Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Zacks Small/Mid Cap ETF position peaked at $5.59M in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.