Sanchez Wealth Management Group
Position in SMIZ — Zacks Small/Mid Cap ETF
CIK 1697740
JACKSONVILLE, FL
All Filings in SMIZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMIZ | $7,858,209 | 211,983 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 SMIZ | $7,728,246 | 208,928 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 SMIZ | $7,116,967 | 190,548 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 SMIZ | $6,233,252 | 183,926 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 SMIZ | $5,408,713 | 178,765 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||