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
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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return