Cornerstone Planning Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
4,154
+14
| +0.3% | +$506 | 0.03% | 105 |
|
|
2025
Q1 | $132K | Buy |
4,140
+16
| +0.4% | +$510 | 0.03% | 119 |
|
|
2024
Q4 | $159K | Buy |
4,124
+9
| +0.2% | +$348 | 0.04% | 85 |
|
|
2024
Q3 | $154K | Buy |
4,115
+12
| +0.3% | +$449 | 0.04% | 88 |
|
|
2024
Q2 | $143K | Buy |
4,103
+17
| +0.4% | +$593 | 0.04% | 105 |
|
|
2024
Q1 | $142K | Buy |
4,086
+15
| +0.4% | +$520 | 0.04% | 91 |
|
|
2023
Q4 | $141K | Hold |
4,071
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $124K | Hold |
4,071
| – | – | 0.05% | 103 |
|
|
2023
Q2 | $131K | Buy |
+4,071
| New | +$131K | 0.05% | 113 |
|