EverSource Wealth Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$1.84M	Buy	36,857 +1,311	+4%	+$59.7K	0.06%	236
2026 Q1	$1.42M	Buy	35,546 +2,254	+7%	+$92.6K	0.04%	296
2025 Q4	$1.28M	Buy	33,292 +4,243	+15%	+$163K	0.05%	276
2025 Q3	$1.13M	Sell	29,049 -1,373	-5%	-$51.7K	0.04%	284
2025 Q2	$1.08M	Sell	30,422 -551	-2%	-$18.5K	0.05%	259
2025 Q1	$1.06M	Sell	30,973 -1,290	-4%	-$47.4K	0.06%	232
2024 Q4	$1.21M	Sell	32,263 -3,567	-10%	-$137K	0.07%	214
2024 Q3	$1.36M	Sell	35,830 -14,451	-29%	-$529K	0.09%	179
2024 Q2	$1.93M	Buy	50,281 +12,643	+34%	+$439K	0.13%	137
2024 Q1	$1.28M	Sell	37,638 -29,811	-44%	-$1.02M	0.1%	159
2023 Q4	$2.34M	Buy	67,449 +3,508	+5%	+$109K	0.21%	98
2023 Q3	$1.94M	Buy	63,941 +793	+1%	+$25.6K	0.21%	106
2023 Q2	$2.03M	Buy	63,148 +23,630	+60%	+$723K	0.22%	101
2023 Q1	$1.23M	Buy	39,518 +5,652	+17%	+$180K	0.15%	123
2022 Q4	$1.02M	Buy	33,866 +963	+3%	+$28.9K	0.15%	117
2022 Q3	$901K	Buy	32,903 +5,722	+21%	+$174K	0.21%	91
2022 Q2	$776K	Buy	27,181 +105	+0.4%	+$3.24K	0.2%	94
2022 Q1	$899K	Buy	27,076 +26,586	+5,426%	+$883K	0.23%	82
2021 Q4	$17K	Buy	+490	New	+$18K	﹤0.01%	748

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EverSource Wealth Advisors's ISMD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 3.7% in Q2 2026, buying an estimated $59.7K and bringing the position to 36,857 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #236.

EverSource Wealth Advisors first reported a position in ISMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q4 2023. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

EverSource Wealth Advisors held 36,857 shares of Inspire Small/Mid Cap Impact ETF worth $1.84M as of Q2 2026.
EverSource Wealth Advisors bought 1,311 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $59.7K.
Inspire Small/Mid Cap Impact ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #236 holding.
EverSource Wealth Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $2.34M in Q4 2023.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.