NYSEARCA:SMIZ Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Price, Holdings, & News $34.81 +0.66 (+1.93%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsOwnershipRatings About Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get SMIZ alerts:Sign Up Key Stats Today's Range$34.43▼$34.8150-Day Range$32.71▼$36.6852-Week Range$28.26▼$36.94Volume20,852 shsAverage Volume51,271 shsMarket Capitalization$57.44 millionAssets Under Management$116.09 millionDividend YieldN/ANet Expense Ratio0.56%Aggregate RatingModerate Buy ETF OverviewThe Zacks Small/Mid Cap ETF (SMIZ) is an exchange-traded fund that mostly invests in extended market equity. The fund aims to generate positive risk-adjusted returns by investing in small- and mid-cap US stocks. The actively managed fund selects companies based on analyst agreement, magnitude, upside, and surprise. SMIZ was launched on Oct 3, 2023 and is issued by Zacks.Read More… Zacks Small/Mid Cap Core Portfolio ETF ExpensesTypeSMIZSmall & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.44%0.61%0.55%0.51%0.52%Other Expenses1.03%0.27%0.49%0.57%0.54%Total Expense1.47%0.67%0.71%0.73%0.71%Fee Waiver-0.91%-0.32%-0.51%-0.66%-0.56%Net Expense0.56%0.60%0.61%0.58%0.59% Receive SMIZ Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Zacks Small/Mid Cap Core Portfolio ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address SMIZ ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com SMIZ ETF - Frequently Asked Questions How have SMIZ shares performed this year? Zacks Small/Mid Cap Core Portfolio ETF's stock was trading at $33.18 on January 1st, 2025. Since then, SMIZ shares have increased by 4.9% and is now trading at $34.81. View the best growth stocks for 2025 here. Who are Zacks Small/Mid Cap Core Portfolio ETF's major shareholders? Top institutional shareholders of Zacks Small/Mid Cap Core Portfolio ETF include Avior Wealth Management LLC (33.98%). How do I buy shares of Zacks Small/Mid Cap Core Portfolio ETF? Shares of SMIZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Fund Details IssuerZacks Investment Management Fund NameZacks Small/Mid Cap Core Portfolio ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:SMIZ Inception Date10/3/2023 Fund ManagerMitch Zacks WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusSmall & Mid Caps Development LevelDeveloped Markets RegionNorth America Number of Holdings219 Fund Statistics Assets Under Management$116.09 million Average Daily Volume$0.00 Discount/Premium0.01% Administrator, Advisor and Custodian AdministratorUltimus Fund Solutions, LLC AdvisorZacks Investment Management, Inc. CustodianBrown Brothers Harriman & Co. DistributorForeside Fund Services, LLC Transfer AgentBrown Brothers Harriman & Co. TrusteeN/A Lead Market MakerVirtu Financial Options OptionableN/A Short Interest6,400 shs Miscellaneous Outstanding Shares1,650,000Beta1.19 Creation Unit25,000 Creation Fee$400.00 2025 Gold Forecast: A Perfect Storm for DemandUnlock the timeless value of gold with our exclusive 2025 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.Get This Free Report Top 10 SMIZ HoldingsEMCOR Group (NYSE:EME)Holding Weight: 1.73%Arista Networks (NYSE:ANET)Holding Weight: 1.11%Insulet (NASDAQ:PODD)Holding Weight: 1.10%ProAssurance (NYSE:PRA)Holding Weight: 1.07%Datadog (NASDAQ:DDOG)Holding Weight: 1.06%Northern Trust (NASDAQ:NTRS)Holding Weight: 1.05%BellRing Brands (NYSE:BRBR)Holding Weight: 1.04%Us DollarsHolding Weight: 1.04%ChoiceOne Financial Services (NASDAQ:COFS)Holding Weight: 0.98%Mercury General (NYSE:MCY)Holding Weight: 0.98%Full Holdings DetailsSMIZ Sector ExposureSMIZ Industry Exposure This page (NYSEARCA:SMIZ) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. 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