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Bare Financial Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Bare Financial Services’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
2026
Q1 		$1.11M Sell
27,703
-834
-3% -$34.3K 0.29% 31
2025
Q4 		$1.1M Hold
28,537
– – 0.31% 29
2025
Q3 		$1.11M Sell
28,537
-1,062
-4% -$40K 0.33% 27
2025
Q2 		$1.05M Sell
29,599
-411
-1% -$13.8K 0.35% 25
2025
Q1 		$1.02M Sell
30,010
-1,956
-6% -$71.9K 0.39% 24
2024
Q4 		$1.2M Sell
31,966
-1,016
-3% -$39.1K 0.48% 24
2024
Q3 		$1.25M Sell
32,982
-9,185
-22% -$336K 0.51% 25
2024
Q2 		$1.62M Sell
42,167
-62,991
-60% -$2.19M 0.85% 23
2024
Q1 		$3.56M Buy
105,158
+43,404
+70% +$1.49M 3.42% 9
2023
Q4 		$2.14M Buy
+61,754
New +$1.91M 4.31% 10

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 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 $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Bare Financial Services's ISMD Position: Q1 2026 in Review

Bare Financial Services reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 2.9% in Q1 2026, selling an estimated $34.3K and leaving 27,703 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #31.

Bare Financial Services first reported a position in ISMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.56M in Q1 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Bare Financial Services held 27,703 shares of Inspire Small/Mid Cap Impact ETF worth $1.11M as of Q1 2026.
  • Bare Financial Services sold 834 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $34.3K.
  • Inspire Small/Mid Cap Impact ETF made up 0.29% of Bare Financial Services's portfolio in Q1 2026, its #31 holding.
  • Bare Financial Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and has held it in 10 quarters since.
  • Bare Financial Services's Inspire Small/Mid Cap Impact ETF position peaked at $3.56M in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.