Chevy Chase Trust
ISMD icon

Chevy Chase Trust’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Chevy Chase Trust’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 		$1.57M Sell
31,330
-2,955
-9% -$135K ﹤0.01% 563
2026
Q1 		$1.37M Buy
+34,285
New +$1.41M ﹤0.01% 568

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

Chevy Chase Trust's ISMD Position: Q2 2026 in Review

Chevy Chase Trust reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 8.6% in Q2 2026, selling an estimated $135K and leaving 31,330 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Chevy Chase Trust first reported a position in ISMD in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Chevy Chase Trust held 31,330 shares of Inspire Small/Mid Cap Impact ETF worth $1.57M as of Q2 2026.
  • Chevy Chase Trust sold 2,955 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $135K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #563 holding.
  • Chevy Chase Trust first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.