NYSEARCA:SMIZ Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Price, Holdings, & News $34.19 +0.43 (+1.27%) (As of 12/20/2024 04:33 PM ET) 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$33.52▼$34.3950-Day Range$33.19▼$36.6852-Week Range$27.75▼$36.94Volume13,972 shsAverage Volume16,095 shsMarket Capitalization$56.41 millionAssets Under Management$99.90 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%0.53%Total Expense1.47%0.67%0.71%0.73%0.71%Fee Waiver-0.91%-0.32%-0.51%-0.67%-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 $28.57 at the beginning of 2024. Since then, SMIZ shares have increased by 19.7% and is now trading at $34.19. View the best growth stocks for 2024 here. Who are Zacks Small/Mid Cap Core Portfolio ETF's major shareholders? Zacks Small/Mid Cap Core Portfolio ETF's top institutional shareholders include Avior Wealth Management LLC (24.93%) and Strategic Blueprint LLC (3.30%). 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. Compare Top Brokerages Here. 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 Holdings198 Fund Statistics Assets Under Management$99.90 million Average Daily Volume$0.00 Discount/Premium0.04% 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 Interest36,100 shs Miscellaneous Outstanding Shares1,650,000Beta1.19 Creation Unit25,000 Creation Fee$400.00 13 Stocks Institutional Investors Won't Stop BuyingWhich stocks are major institutional investors including hedge funds and endowments buying in today's market? Click the link below and we'll send you MarketBeat's list of thirteen stocks that institutional investors are buying up as quickly as they can.Get This Free Report Top 10 SMIZ HoldingsUs DollarsHolding Weight: 1.83%EMCOR Group (NYSE:EME)Holding Weight: 1.63%BellRing Brands (NYSE:BRBR)Holding Weight: 1.26%Sylvamo (NYSE:SLVM)Holding Weight: 1.11%ProAssurance (NYSE:PRA)Holding Weight: 1.09%Datadog (NASDAQ:DDOG)Holding Weight: 1.08%IonQ (NYSE:IONQ)Holding Weight: 1.08%Insulet (NASDAQ:PODD)Holding Weight: 1.07%Northern Trust (NASDAQ:NTRS)Holding Weight: 1.04%Mercury General (NYSE:MCY)Holding Weight: 1.02%Full Holdings DetailsSMIZ Sector ExposureSMIZ Industry Exposure This page (NYSEARCA:SMIZ) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersDid You See Trump’s Bombshell Exec. Order 001?Starting with what I call Exec. Order 001. 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