AE Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $87.5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $808K | Buy |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $459K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $326K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $214K | Buy |
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