NYSEARCA:SMIZ Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Price, Holdings, & News $30.25 -0.55 (-1.79%) As of 03/28/2025 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock 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$30.17▼$30.8250-Day Range$29.58▼$34.8152-Week Range$29.10▼$36.94Volume28,162 shsAverage Volume21,175 shsMarket Capitalization$108.30 millionAssets Under Management$108.75 millionDividend Yield1.72%Net 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… Remove Ads Zacks Small/Mid Cap Core Portfolio ETF ExpensesTypeSMIZSmall & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.44%0.61%0.56%0.51%0.53%Other Expenses1.03%0.27%0.49%0.57%0.52%Total Expense1.47%0.67%0.72%0.73%0.71%Fee Waiver-0.91%-0.32%-0.50%-0.66%-0.55%Net Expense0.56%0.61%0.63%0.58%0.60% 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 HeadlinesSMIZ: ETF Focused On Earnings Revisions And SurprisesMarch 12, 2025 | seekingalpha.comSee More Headlines 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 at the beginning of 2025. Since then, SMIZ shares have decreased by 8.8% and is now trading at $30.25. 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%), Wayfinding Financial LLC (8.43%) and Strategic Blueprint LLC (3.70%). 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 Holdings201 Fund Statistics Assets Under Management$108.75 million Average Daily Volume$0.00 Discount/Premium-0.05% 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 Interest11,800 shs Miscellaneous Outstanding Shares3,580,000Beta1.19 Creation Unit25,000 Creation Fee$400.00 7 Energy Stocks to Buy and Hold ForeverWith the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.Get This Free Report Top 10 SMIZ HoldingsProAssurance (NYSE:PRA)Holding Weight: 1.73%EMCOR Group (NYSE:EME)Holding Weight: 1.59%Us DollarsHolding Weight: 1.26%National Fuel Gas (NYSE:NFG)Holding Weight: 1.24%ADMA Biologics (NASDAQ:ADMA)Holding Weight: 1.11%Northern Trust (NASDAQ:NTRS)Holding Weight: 1.10%Palantir Technologies (NASDAQ:PLTR)Holding Weight: 1.08%McKesson (NYSE:MCK)Holding Weight: 1.04%Molson Coors Beverage (NYSE:TAP)Holding Weight: 1.03%Williams Companies (NYSE:WMB)Holding Weight: 0.96%Full Holdings DetailsSMIZ Sector ExposureSMIZ Industry Exposure This page (NYSEARCA:SMIZ) was last updated on 3/29/2025 by MarketBeat.com Staff From Our PartnersA market crash is coming—here’s whenThe stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...Chaikin Analytics | SponsoredYour Wealth is Under AttackPlease don't wait—this is your moment to take action. 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