CreativeOne Wealth’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $200K | Sell |
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2025
Q3 | $6.26M | Buy |
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2025
Q2 | $5.71M | Buy |
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|
2025
Q1 | $5.21M | Sell |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $9.26M | Buy |
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|
2024
Q2 | $8.17M | Sell |
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|
2024
Q1 | $9.41M | Buy |
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|
2023
Q4 | $8.96M | Buy |
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|
2023
Q3 | $7.79M | Buy |
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|
2023
Q2 | $8.02M | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q2 | $435K | Buy |
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|
2019
Q1 | $365K | Buy |
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|
2018
Q4 | $234K | Buy |
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