WIM
SMIZ icon

Westside Investment Management’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Westside Investment Management’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 		$1.01M Buy
22,607
+1,690
+8% +$70.6K 0.13% 142
2026
Q1 		$778K Buy
20,917
+15,710
+302% +$605K 0.12% 154
2025
Q4 		$194K Buy
5,207
+1,700
+48% +$63.4K 0.03% 287
2025
Q3 		$131K Hold
3,507
– – 0.02% 350
2025
Q2 		$119K Buy
3,507
+251
+8% +$7.9K 0.02% 319
2025
Q1 		$98.8K Buy
3,256
+1,301
+67% +$42.5K 0.02% 316
2024
Q4 		$64.9K Hold
1,955
– – 0.01% 367
2024
Q3 		$61.6K Hold
1,955
– – 0.01% 371
2024
Q2 		$59.6K Buy
1,955
+133
+7% +$4.04K 0.01% 366
2024
Q1 		$57.3K Buy
+1,822
New +$53.8K 0.01% 364

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

Westside Investment Management's SMIZ Position: Q2 2026 in Review

Westside Investment Management increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 8.1% in Q2 2026, buying an estimated $70.6K and bringing the position to 22,607 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #142.

Westside Investment Management first reported a position in SMIZ in Q1 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Westside Investment Management held 22,607 shares of Zacks Small/Mid Cap ETF worth $1.01M as of Q2 2026.
  • Westside Investment Management bought 1,690 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $70.6K.
  • Zacks Small/Mid Cap ETF made up 0.13% of Westside Investment Management's portfolio in Q2 2026, its #142 holding.
  • Westside Investment Management first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.