AssetMark Inc
ISMD icon

AssetMark Inc’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

AssetMark Inc’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-288
Closed -$11.2K – 3429
2025
Q3 		$11.2K Buy
+288
New +$10.8K ﹤0.01% 2088

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc's ISMD Position: Q4 2025 in Review

AssetMark Inc sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2025, closing a stake of 288 shares — an estimated $11.2K sold.

AssetMark Inc first reported a position in ISMD in Q3 2025 and held it in 1 quarter. The position peaked at $11.2K in Q3 2025. 89 funds tracked by Wall St. Rank hold ISMD as of Q4 2025.

  • AssetMark Inc reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2025 after selling out during the quarter.
  • AssetMark Inc sold 288 Inspire Small/Mid Cap Impact ETF shares in Q4 2025, an estimated $11.2K.
  • AssetMark Inc first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2025 and held it in 1 quarter.
  • AssetMark Inc's Inspire Small/Mid Cap Impact ETF position peaked at $11.2K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.