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SMIZSMIZ
6 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ZACKS SMALL/MID CAP ETF

Steward Partners Investment Advisory, LLC holds 266,062 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $11.9M as of 2026-Q2. The position was increased (+6651x shares). SMIZ represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$11.9M

Current Shares

266,062

Total Value Change

+$11.9M

Total Shares Change

+265,730

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
266,062
+6651x
$11.9M0.1%$44.62
45
2026-Q1
Unchanged
40
0.0%
$1,4830.0%$38.65
0
2025-Q4
Decreased
40
-89.3%
$1,4800.0%$37.44
0
2025-Q3
Unchanged
372
0.0%
$13,8940.0%$37.07
0
2025-Q2
Increased
372
+12.1%
$12,6070.0%$33.59
20
2025-Q1
New
332
-
$10,0450.0%$30.07
24

Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, LPL Financial LLC, Creative Planning

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