Arax Advisory Partners’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
2026
Q2
$200K Buy
4,004
+1,647
+70% +$75K ﹤0.01% 2250
2026
Q1
$94.2K Hold
2,357
﹤0.01% 1415
2025
Q4
$90.9K Buy
+2,357
New +$90.6K ﹤0.01% 1372
2025
Q3
Sell
-5,665
Closed -$201K 3956
2025
Q2
$201K Buy
5,665
+9
+0.2% +$302 0.01% 655
2025
Q1
$193K Hold
5,656
0.01% 533
2024
Q4
$212K Buy
+5,656
New +$218K 0.01% 469

Other funds holding ISMD

Arax Advisory Partners's ISMD Position: Q2 2026 in Review

Arax Advisory Partners increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 70% in Q2 2026, buying an estimated $75K and bringing the position to 4,004 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Arax Advisory Partners first reported a position in ISMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $212K in Q4 2024. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Arax Advisory Partners held 4,004 shares of Inspire Small/Mid Cap Impact ETF worth $200K as of Q2 2026.
  • Arax Advisory Partners bought 1,647 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $75K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2250 holding.
  • Arax Advisory Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Inspire Small/Mid Cap Impact ETF position peaked at $212K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.