Citadel Advisors
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Citadel Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Citadel Advisors’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 		$1.65M Buy
+32,910
New +$1.5M ﹤0.01% 6997
2026
Q1 		– Sell
-11,705
Closed -$452K – 13589
2025
Q4 		$452K Buy
11,705
+5,961
+104% +$229K ﹤0.01% 9278
2025
Q3 		$223K Buy
+5,744
New +$216K ﹤0.01% 11033
2025
Q2 		– Sell
-18,944
Closed -$646K – 13777
2025
Q1 		$646K Sell
18,944
-16,928
-47% -$622K ﹤0.01% 7908
2024
Q4 		$1.35M Buy
+35,872
New +$1.38M ﹤0.01% 6440
2024
Q3 		– Sell
-14,501
Closed -$502K – 14720
2024
Q2 		$502K Sell
14,501
-6,576
-31% -$228K ﹤0.01% 8044
2024
Q1 		$759K Buy
+21,077
New +$721K ﹤0.01% 7495
2022
Q4 		– Sell
-26,509
Closed -$726K – 15160
2022
Q3 		$726K Buy
+26,509
New +$805K ﹤0.01% 7684
2021
Q1 		– Sell
-33,930
Closed -$1.01M – 13452
2020
Q4 		$1.01M Buy
+33,930
New +$907K ﹤0.01% 6771
2020
Q3 		– Sell
-46,560
Closed -$1.05M – 10390
2020
Q2 		$1.05M Sell
46,560
-28,695
-38% -$611K ﹤0.01% 5742
2020
Q1 		$1.45M Buy
+75,255
New +$1.88M ﹤0.01% 4682
2019
Q3 		– Sell
-39,602
Closed -$1.06M – 9466
2019
Q2 		$1.06M Sell
39,602
-9,496
-19% -$251K ﹤0.01% 5610
2019
Q1 		$1.29M Buy
+49,098
New +$1.27M ﹤0.01% 5153
2018
Q4 		– Sell
-28,827
Closed -$849K – 9439
2018
Q3 		$849K Sell
28,827
-10,465
-27% -$308K ﹤0.01% 5827
2018
Q2 		$1.12M Buy
39,292
+11,333
+41% +$314K ﹤0.01% 5018
2018
Q1 		$733K Buy
+27,959
New +$747K ﹤0.01% 5260

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

Citadel Advisors's ISMD Position: Q2 2026 in Review

Citadel Advisors opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 32,910 shares worth $1.65M. The stake represents ﹤0.01% of the portfolio and ranks #6997 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in ISMD as recently as Q4 2025.

Citadel Advisors first reported a position in ISMD in Q1 2018 and has held it in 16 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Citadel Advisors held 32,910 shares of Inspire Small/Mid Cap Impact ETF worth $1.65M as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Citadel Advisors position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6997 holding.
  • Citadel Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2018 and has held it in 16 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.