NYSEARCA:SMIZ Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Price, Holdings, & News $32.13 -0.15 (-0.46%) As of 05/23/2025 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$32.06▼$32.2750-Day Range$27.08▼$33.1352-Week Range$26.33▼$36.94Volume7,658 shsAverage Volume21,177 shsMarket Capitalization$120.49 millionAssets Under Management$120.53 millionDividend Yield1.62%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… Zacks Small/Mid Cap Core Portfolio ETF ExpensesTypeSMIZSmall & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.44%0.64%0.57%0.52%0.53%Other Expenses1.03%0.27%0.48%0.56%0.52%Total Expense1.47%0.69%0.72%0.73%0.71%Fee Waiver-0.91%-0.32%-0.49%-0.65%-0.54%Net Expense0.56%0.63%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 on January 1st, 2025. Since then, SMIZ stock has decreased by 3.2% and is now trading at $32.13. 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 Wayfinding Financial LLC (4.02%), Strategic Blueprint LLC (1.82%), Alteri Wealth LLC (0.27%) and Rossby Financial LCC (0.21%). 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 Holdings200 Fund Statistics Assets Under Management$120.53 million Average Daily Volume$0.00 Discount/Premium-0.01% 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 Interest7,900 shs Miscellaneous Outstanding Shares3,750,000Beta1.19 Creation Unit25,000 Creation Fee$400.00 The Best Nuclear Energy Stocks to BuyNuclear energy stocks are roaring. It's the hottest energy sector of the year. Cameco Corp, Paladin Energy, and BWX Technologies were all up more than 40% in 2024. The biggest market moves could still be ahead of us, and there are seven nuclear energy stocks that could rise much higher in the next several months. To unlock these tickers, enter your email address below.Get This Free Report Top 10 SMIZ HoldingsEMCOR Group (NYSE:EME)Holding Weight: 1.64%Us DollarsHolding Weight: 1.37%Stride (NYSE:LRN)Holding Weight: 1.16%McKesson (NYSE:MCK)Holding Weight: 1.08%Onity Group (NYSE:ONIT)Holding Weight: 1.08%Insulet (NASDAQ:PODD)Holding Weight: 1.04%Badger Meter (NYSE:BMI)Holding Weight: 1.03%Amphenol (NYSE:APH)Holding Weight: 1.00%National Fuel Gas (NYSE:NFG)Holding Weight: 1.00%Premier (NASDAQ:PINC)Holding Weight: 1.00%Full Holdings DetailsSMIZ Sector ExposureSMIZ Industry Exposure This page (NYSEARCA:SMIZ) was last updated on 5/25/2025 by MarketBeat.com Staff From Our PartnersGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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