Westside Investment Management’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 | $119K | Buy |
3,507
+251
| +8% | +$8.51K | 0.02% | 319 |
|
|
2025
Q1 | $98.8K | Buy |
3,256
+1,301
| +67% | +$39.5K | 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% | +$4.06K | 0.01% | 366 |
|
|
2024
Q1 | $57.3K | Buy |
+1,822
| New | +$57.3K | 0.01% | 364 |
|