Commonwealth Equity Services
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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
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

Other funds holding ISMD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services's ISMD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 8.1% in Q2 2026, buying an estimated $63.4K and bringing the position to 18,579 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Commonwealth Equity Services first reported a position in ISMD in Q2 2018 and has held it in 20 quarters since. 38 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Commonwealth Equity Services held 18,579 shares of Inspire Small/Mid Cap Impact ETF worth $929K as of Q2 2026.
  • Commonwealth Equity Services bought 1,391 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $63.4K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2766 holding.
  • Commonwealth Equity Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2018 and has held it in 20 quarters since.
  • 38 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.