Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Cambridge Investment Research Advisors’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 		$832K Buy
20,803
+269
+1% +$11.1K ﹤0.01% 2334
2025
Q4 		$792K Sell
20,534
-9,578
-32% -$368K ﹤0.01% 2299
2025
Q3 		$1.17M Buy
30,112
+6,358
+27% +$239K ﹤0.01% 1930
2025
Q2 		$844K Sell
23,754
-397
-2% -$13.3K ﹤0.01% 2089
2025
Q1 		$824K Sell
24,151
-4,743
-16% -$174K ﹤0.01% 2020
2024
Q4 		$1.08M Sell
28,894
-17,952
-38% -$692K ﹤0.01% 1810
2024
Q3 		$1.77M Sell
46,846
-64
-0.1% -$2.34K 0.01% 1448
2024
Q2 		$1.63M Buy
46,910
+3,183
+7% +$111K 0.01% 1436
2024
Q1 		$1.57M Buy
43,727
+3,889
+10% +$133K 0.01% 1414
2023
Q4 		$1.38M Buy
39,838
+11,940
+43% +$370K 0.01% 1441
2023
Q3 		$848K Buy
27,898
+392
+1% +$12.7K ﹤0.01% 1683
2023
Q2 		$884K Buy
27,506
+12,758
+87% +$390K ﹤0.01% 1690
2023
Q1 		$458K Sell
14,748
-3,319
-18% -$106K ﹤0.01% 2156
2022
Q4 		$544K Buy
+18,067
New +$541K ﹤0.01% 1943
2022
Q3 		– Sell
-9,667
Closed -$276K – 3114
2022
Q2 		$276K Buy
9,667
+1,105
+13% +$34.1K ﹤0.01% 2454
2022
Q1 		$284K Buy
8,562
+2,290
+37% +$76.1K ﹤0.01% 2592
2021
Q4 		$221K Buy
+6,272
New +$230K ﹤0.01% 2792

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

Cambridge Investment Research Advisors's ISMD Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 1.3% in Q1 2026, buying an estimated $11.1K and bringing the position to 20,803 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Cambridge Investment Research Advisors first reported a position in ISMD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.77M in Q3 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Cambridge Investment Research Advisors held 20,803 shares of Inspire Small/Mid Cap Impact ETF worth $832K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 269 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $11.1K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2334 holding.
  • Cambridge Investment Research Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2021 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $1.77M in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.