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

CoreCap 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	$64.2K	Hold	1,285	–	–	﹤0.01%	1294
2026 Q1	$51.4K	Sell	1,285 -803	-38%	-$33K	﹤0.01%	1300
2025 Q4	$80.6K	Hold	2,088	–	–	﹤0.01%	1110
2025 Q3	$81.1K	Hold	2,088	–	–	﹤0.01%	1117
2025 Q2	$74.2K	Hold	2,088	–	–	﹤0.01%	1089
2025 Q1	$71.2K	Sell	2,088 -59	-3%	-$2.17K	﹤0.01%	1023
2024 Q4	$80.6K	Sell	2,147 -22	-1%	-$848	﹤0.01%	1004
2024 Q3	$82.2K	Sell	2,169 -54	-2%	-$1.98K	﹤0.01%	1001
2024 Q2	$77K	Sell	2,223 -23	-1%	-$799	0.01%	559
2024 Q1	$80.9K	Buy	+2,246	New	+$76.9K	﹤0.01%	925
2022 Q1	–	Sell	-4	Closed	-$1K	–	1293
2021 Q4	$1K	Buy	+4	New	+$147	﹤0.01%	2154

Other funds holding ISMD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

CoreCap Advisors's ISMD Position: Q2 2026 in Review

CoreCap Advisors held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q2 2026 at 1,285 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

CoreCap Advisors first reported a position in ISMD in Q4 2021 and has held it in 11 quarters since. The position peaked at $82.2K in Q3 2024. 19 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

CoreCap Advisors held 1,285 shares of Inspire Small/Mid Cap Impact ETF worth $64.2K as of Q2 2026.
CoreCap Advisors left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q2 2026.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1294 holding.
CoreCap Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2021 and has held it in 11 quarters since.
CoreCap Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $82.2K in Q3 2024.
19 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.