TRUE Private Wealth Advisors

Position in SMIZ — Zacks Small/Mid Cap ETF

CIK 1667074 Salem, OR

Back to SMIZ Full portfolio

All Filings in SMIZ

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SMIZ	$24,893,765	671,534	+13.4%	Shares	Sole	2026-05-15
2025-12-31 SMIZ	$21,906,106	592,217	-0.4%	Shares	Sole	2026-02-13
2025-09-30 SMIZ	$22,209,617	594,635	-11.7%	Shares	Sole	2025-11-14
2025-06-30 SMIZ	$22,809,867	673,056	+10.4%	Shares	Sole	2025-08-11
2025-03-31 SMIZ	$18,453,588	609,915	-6.3%	Shares	Sole	2025-05-15
2024-12-31 SMIZ	$21,595,315	650,873	+11.7%	Shares	Sole	2025-02-13
2024-09-30 SMIZ	$19,285,575	582,681	+34.3%	Shares	Sole	2024-11-14
2024-06-30 SMIZ	$13,227,720	433,838	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.