Envestnet Asset Management’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
Q2 | $468K | Sell |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $2.09M | Sell |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.82M | Sell |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $2.83M | Buy |
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|
2019
Q1 | $2.73M | Sell |
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|
2018
Q4 | $2.39M | Buy |
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