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SMIZSMIZ
8 quarters

Position history for Sanctuary Advisors, LLCSanctuary Advisors, LLC's holdings in ZACKS SMALL/MID CAP ETF

Sanctuary Advisors, LLC holds 21,733 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $969,713 as of 2026-Q2. The position was increased (+0.2% shares). SMIZ represents 0.0% of Sanctuary Advisors, LLC's portfolio.

Current Value

$969,713

Current Shares

21,733

Total Value Change

+$712,155

Total Shares Change

+14,626

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,733
+0.2%
$969,7130.0%$44.62
25
2026-Q1
Increased
21,695
+16.7%
$804,2220.0%$38.65
29
2025-Q4
Decreased
18,597
-59.1%
$687,9150.0%$37.44
0
2025-Q3
Increased
45,494
+213.8%
$1.5M0.0%$37.07
41
2025-Q2
Unchanged
14,498
0.0%
$491,3480.0%$33.59
0
2025-Q1
Increased
14,498
+28.7%
$438,6670.0%$30.07
30
2024-Q4
Increased
11,268
+58.5%
$390,6730.0%$33.04
34
2024-Q3
New
7,107
-
$257,5580.0%$32.38
32

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

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