Cetera Investment Advisers’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
21,244
+2,216
| +12% | +$78.7K | ﹤0.01% | 2628 |
|
|
2025
Q1 | $649K | Buy |
19,028
+2,887
| +18% | +$98.5K | ﹤0.01% | 2625 |
|
|
2024
Q4 | $606K | Buy |
16,141
+2,454
| +18% | +$92.1K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $519K | Buy |
13,687
+1,245
| +10% | +$47.2K | ﹤0.01% | 2621 |
|
|
2024
Q2 | $431K | Buy |
12,442
+1,208
| +11% | +$41.8K | ﹤0.01% | 2706 |
|
|
2024
Q1 | $405K | Buy |
11,234
+2,076
| +23% | +$74.8K | ﹤0.01% | 2782 |
|
|
2023
Q4 | $318K | Buy |
9,158
+233
| +3% | +$8.08K | ﹤0.01% | 1757 |
|
|
2023
Q3 | $271K | Buy |
8,925
+577
| +7% | +$17.5K | ﹤0.01% | 1797 |
|
|
2023
Q2 | $268K | Buy |
8,348
+289
| +4% | +$9.29K | ﹤0.01% | 1818 |
|
|
2023
Q1 | $250K | Buy |
8,059
+670
| +9% | +$20.8K | ﹤0.01% | 1817 |
|
|
2022
Q4 | $222K | Buy |
+7,389
| New | +$222K | ﹤0.01% | 1846 |
|