Commonwealth Equity Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Sell |
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|
2025
Q2 | $684K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $229K | Buy |
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