Commonwealth Equity Services
ISMD icon

Commonwealth Equity Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Commonwealth Equity Services’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
Q3 		$751K Sell
16,206
-2,373
-13% -$116K ﹤0.01% 2887
2026
Q2 		$929K Buy
18,579
+1,391
+8% +$63.4K ﹤0.01% 2766
2026
Q1 		$687K Buy
17,188
+1,904
+12% +$78.3K ﹤0.01% 2925
2025
Q4 		$590K Sell
15,284
-2,231
-13% -$85.7K ﹤0.01% 3047
2025
Q3 		$681K Sell
17,515
-1,741
-9% -$65.5K ﹤0.01% 2924
2025
Q2 		$684K Buy
19,256
+127
+0.7% +$4.27K ﹤0.01% 2900
2025
Q1 		$653K Buy
19,129
+2,450
+15% +$90.1K ﹤0.01% 2821
2024
Q4 		$626K Buy
16,679
+5,529
+50% +$213K ﹤0.01% 2779
2024
Q3 		$423K Buy
11,150
+842
+8% +$30.8K ﹤0.01% 3034
2024
Q2 		$357K Buy
10,308
+397
+4% +$13.8K ﹤0.01% 3141
2024
Q1 		$357K Buy
9,911
+1,547
+18% +$52.9K ﹤0.01% 3110
2023
Q4 		$290K Buy
8,364
+388
+5% +$12K ﹤0.01% 3210
2023
Q3 		$242K Buy
7,976
+827
+12% +$26.7K ﹤0.01% 3215
2023
Q2 		$230K Buy
+7,149
New +$219K ﹤0.01% 3279
2022
Q2 		– Sell
-6,401
Closed -$212K – 3738
2022
Q1 		$212K Buy
+6,401
New +$213K ﹤0.01% 3280
2020
Q1 		– Sell
-8,045
Closed -$226K – 2892
2019
Q4 		$226K Hold
8,045
– – ﹤0.01% 2526
2019
Q3 		$211K Hold
8,045
– – ﹤0.01% 2513
2019
Q2 		$214K Hold
8,045
– – ﹤0.01% 2464
2019
Q1 		$211K Buy
+8,045
New +$208K ﹤0.01% 2426
2018
Q4 		– Sell
-8,571
Closed -$252K – 2755
2018
Q3 		$252K Buy
8,571
+500
+6% +$14.7K ﹤0.01% 2322
2018
Q2 		$229K Buy
+8,071
New +$224K ﹤0.01% 2351

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Christian Investment Advisors
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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Commonwealth Equity Services's ISMD Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 13% in Q3 2026, selling an estimated $116K and leaving 16,206 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Commonwealth Equity Services first reported a position in ISMD in Q2 2018 and has held it in 21 quarters since. The position peaked at $929K in Q2 2026. 51 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Commonwealth Equity Services held 16,206 shares of Inspire Small/Mid Cap Impact ETF worth $751K as of Q3 2026.
  • Commonwealth Equity Services sold 2,373 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $116K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2887 holding.
  • Commonwealth Equity Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2018 and has held it in 21 quarters since.
  • Commonwealth Equity Services's Inspire Small/Mid Cap Impact ETF position peaked at $929K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.