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SMIZSMIZ
4 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ZACKS SMALL/MID CAP ETF

Farther Finance Advisors, LLC holds 47,553 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $2.1M as of 2026-Q2. The position was increased (+133x shares). SMIZ represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$2.1M

Current Shares

47,553

Total Value Change

+$2.1M

Total Shares Change

+47,348

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
47,553
+133x
$2.1M0.0%$44.62
42
2026-Q1
Increased
356
+0.3%
$13,3410.0%$38.65
18
2025-Q4
Increased
355
+73.2%
$13,1310.0%$37.44
27
2025-Q3
New
205
-
$7,6570.0%$37.07
23

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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