Cornerstone Planning Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Cornerstone Planning Group’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
2025 Q3	$158K	Buy
2025 Q2	$150K	Buy
2025 Q1	$132K	Buy
2024 Q4	$159K	Buy
2024 Q3	$154K	Buy
2024 Q2	$143K	Buy
2024 Q1	$142K	Buy
2023 Q4	$141K	Hold
2023 Q3	$124K	Hold
2023 Q2	$131K	Buy