Chevy Chase Trust
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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
Q1 		$1.37M Buy
+34,285
New +$1.41M ﹤0.01% 568

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

Chevy Chase Trust's ISMD Position: Q1 2026 in Review

Chevy Chase Trust opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2026: 34,285 shares worth $1.37M. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings.

93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Chevy Chase Trust held 34,285 shares of Inspire Small/Mid Cap Impact ETF worth $1.37M as of Q1 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Chevy Chase Trust position in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #568 holding.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.