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Cornerstone Financial Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Cornerstone Financial Management’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 		$1.17M Sell
23,462
-2,946
-11% -$134K 0.94% 32
2026
Q1 		$1.06M Buy
26,408
+1,721
+7% +$70.7K 0.97% 31
2025
Q4 		$952K Buy
+24,687
New +$949K 0.89% 36

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

Cornerstone Financial Management's ISMD Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 11% in Q2 2026, selling an estimated $134K and leaving 23,462 shares worth $1.17M. The position accounts for 0.94% of the portfolio, ranked #32.

Cornerstone Financial Management first reported a position in ISMD in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Cornerstone Financial Management held 23,462 shares of Inspire Small/Mid Cap Impact ETF worth $1.17M as of Q2 2026.
  • Cornerstone Financial Management sold 2,946 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $134K.
  • Inspire Small/Mid Cap Impact ETF made up 0.94% of Cornerstone Financial Management's portfolio in Q2 2026, its #32 holding.
  • Cornerstone Financial Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.