Envestnet Portfolio Solutions’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
7,768
-2,070
| -21% | -$73.5K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $336K | Buy |
9,838
+1,703
| +21% | +$58.1K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $305K | Buy |
8,135
+136
| +2% | +$5.1K | ﹤0.01% | 1500 |
|
|
2024
Q3 | $303K | Sell |
7,999
-2,035
| -20% | -$77.1K | ﹤0.01% | 1445 |
|
|
2024
Q2 | $347K | Buy |
+10,034
| New | +$347K | ﹤0.01% | 1295 |
|