CAPTRUST Financial Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $180K | Buy |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $61K | Buy |
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