Carson Wealth (CWM LLC)
ISMD icon

Carson Wealth (CWM LLC)’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Carson Wealth (CWM 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
Q1 		$739K Sell
18,494
-993
-5% -$40.8K ﹤0.01% 1742
2025
Q4 		$752K Sell
19,487
-41,609
-68% -$1.6M ﹤0.01% 1667
2025
Q3 		$2.37M Buy
61,096
+1,083
+2% +$40.8K 0.01% 1014
2025
Q2 		$2.13M Buy
60,013
+57
+0.1% +$1.92K 0.01% 924
2025
Q1 		$2.05M Sell
59,956
-618
-1% -$22.7K 0.01% 824
2024
Q4 		$2.27M Buy
60,574
+5,223
+9% +$201K 0.01% 743
2024
Q3 		$2.1M Sell
55,351
-50,926
-48% -$1.86M 0.01% 685
2024
Q2 		$3.68M Buy
106,277
+8,917
+9% +$310K 0.02% 486
2024
Q1 		$3.51M Buy
97,360
+14,296
+17% +$489K 0.02% 487
2023
Q4 		$2.88M Buy
83,064
+6,998
+9% +$217K 0.02% 510
2023
Q3 		$2.31M Buy
76,066
+13,567
+22% +$439K 0.01% 512
2023
Q2 		$2.01M Sell
62,499
-3,316
-5% -$101K 0.01% 519
2023
Q1 		$2.04M Buy
65,815
+792
+1% +$25.3K 0.01% 475
2022
Q4 		$1.96M Sell
65,023
-1,895
-3% -$56.8K 0.01% 454
2022
Q3 		$1.83M Buy
66,918
+8,886
+15% +$270K 0.01% 430
2022
Q2 		$1.66M Buy
58,032
+1,688
+3% +$52K 0.01% 436
2022
Q1 		$1.87M Buy
56,344
+20,567
+57% +$683K 0.01% 417
2021
Q4 		$1.26M Buy
+35,777
New +$1.31M 0.01% 527

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 24.22% 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
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ISMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 5.1% in Q1 2026, selling an estimated $40.8K and leaving 18,494 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Carson Wealth (CWM LLC) first reported a position in ISMD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.68M in Q2 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,494 shares of Inspire Small/Mid Cap Impact ETF worth $739K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 993 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $40.8K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1742 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Inspire Small/Mid Cap Impact ETF position peaked at $3.68M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.