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SMIZSMIZ
6 quarters

Position history for Creative PlanningCreative Planning's holdings in ZACKS SMALL/MID CAP ETF

Creative Planning holds 23,713 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $1.1M as of 2026-Q2. The position was decreased (-8.1% shares). SMIZ represents 0.0% of Creative Planning's portfolio.

Current Value

$1.1M

Current Shares

23,713

Total Value Change

-$8.4M

Total Shares Change

-287,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
23,713
-8.1%
$1.1M0.0%$44.62
0
2026-Q1
Decreased
25,791
-14.5%
$956,0720.0%$38.65
0
2025-Q4
Decreased
30,171
-31.6%
$1.1M0.0%$37.44
0
2025-Q3
Decreased
44,082
-57.9%
$1.6M0.0%$37.07
0
2025-Q2
Decreased
104,685
-66.3%
$3.5M0.0%$33.59
0
2025-Q1
New
311,077
-
$9.4M0.0%$30.07
38

Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC, TRUIST FINANCIAL CORP, LPL Financial LLC

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