Betterment LLC
ISMD icon

Betterment LLC’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Betterment LLC’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
Q2 		$214K Buy
+4,280
New +$195K ﹤0.01% 653

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC's ISMD Position: Q2 2026 in Review

Betterment LLC opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 4,280 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings.

108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Betterment LLC held 4,280 shares of Inspire Small/Mid Cap Impact ETF worth $214K as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Betterment LLC position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #653 holding.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.