Wayfinding Financial’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
148,899
+6,922
| +5% | +$240K | 2.31% | 12 |
|
|
2025
Q1 | $4.3M | Buy |
141,977
+2,811
| +2% | +$85K | 1.88% | 12 |
|
|
2024
Q4 | $4.76M | Sell |
139,166
-3,445
| -2% | -$118K | 2.55% | 9 |
|
|
2024
Q3 | $4.72M | Sell |
142,611
-1,012
| -0.7% | -$33.5K | 3.51% | 8 |
|
|
2024
Q2 | $4.38M | Sell |
143,623
-713
| -0.5% | -$21.7K | 2.46% | 9 |
|
|
2024
Q1 | $4.4M | Buy |
+144,336
| New | +$4.4M | 2.58% | 8 |
|