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

Blue Trust 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
2026
Q2 		$43.2K Buy
864
+52
+6% +$2.37K ﹤0.01% 1403
2026
Q1 		$32.5K Hold
812
– – ﹤0.01% 1495
2025
Q4 		$31.3K Hold
812
– – ﹤0.01% 1524
2025
Q3 		$31.6K Sell
812
-336
-29% -$12.6K ﹤0.01% 1545
2025
Q2 		$40.8K Sell
1,148
-8,683
-88% -$292K ﹤0.01% 1501
2025
Q1 		$335K Hold
9,831
– – ﹤0.01% 529
2024
Q4 		$369K Buy
+9,831
New +$379K ﹤0.01% 461

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

Blue Trust Inc's ISMD Position: Q2 2026 in Review

Blue Trust Inc increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 6.4% in Q2 2026, buying an estimated $2.37K and bringing the position to 864 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Blue Trust Inc first reported a position in ISMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q4 2024. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Blue Trust Inc held 864 shares of Inspire Small/Mid Cap Impact ETF worth $43.2K as of Q2 2026.
  • Blue Trust Inc bought 52 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $2.37K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1403 holding.
  • Blue Trust Inc first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 7 quarters since.
  • Blue Trust Inc's Inspire Small/Mid Cap Impact ETF position peaked at $369K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.