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SMIZSMIZ
2 quarters

Position history for TRUIST FINANCIAL CORPTRUIST FINANCIAL CORP's holdings in ZACKS SMALL/MID CAP ETF

TRUIST FINANCIAL CORP holds 254,812 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $11.4M as of 2026-Q2. The position was increased (+52.5% shares). SMIZ represents 0.0% of TRUIST FINANCIAL CORP's portfolio.

Current Value

$11.4M

Current Shares

254,812

Total Value Change

+$5.1M

Total Shares Change

+87,678

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
254,812
+52.5%
$11.4M0.0%$44.62
39
2026-Q1
New
167,134
-
$6.3M0.0%$38.65
38

Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC, LPL Financial LLC, Creative Planning

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