EverSource Wealth Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
30,422
-551
| -2% | -$19.6K | 0.05% | 258 |
|
|
2025
Q1 | $1.06M | Sell |
30,973
-1,290
| -4% | -$44K | 0.06% | 231 |
|
|
2024
Q4 | $1.21M | Sell |
32,263
-3,567
| -10% | -$134K | 0.07% | 214 |
|
|
2024
Q3 | $1.36M | Sell |
35,830
-14,451
| -29% | -$548K | 0.09% | 179 |
|
|
2024
Q2 | $1.93M | Buy |
50,281
+12,643
| +34% | +$485K | 0.13% | 137 |
|
|
2024
Q1 | $1.28M | Sell |
37,638
-29,811
| -44% | -$1.01M | 0.1% | 159 |
|
|
2023
Q4 | $2.34M | Buy |
67,449
+3,508
| +5% | +$122K | 0.21% | 98 |
|
|
2023
Q3 | $1.94M | Buy |
63,941
+793
| +1% | +$24.1K | 0.21% | 106 |
|
|
2023
Q2 | $2.03M | Buy |
63,148
+23,630
| +60% | +$759K | 0.22% | 101 |
|
|
2023
Q1 | $1.23M | Buy |
39,518
+5,652
| +17% | +$175K | 0.15% | 123 |
|
|
2022
Q4 | $1.02M | Buy |
33,866
+963
| +3% | +$29K | 0.15% | 117 |
|
|
2022
Q3 | $901K | Buy |
32,903
+5,722
| +21% | +$157K | 0.21% | 91 |
|
|
2022
Q2 | $776K | Buy |
27,181
+105
| +0.4% | +$3K | 0.2% | 94 |
|
|
2022
Q1 | $899K | Buy |
27,076
+26,586
| +5,426% | +$883K | 0.23% | 82 |
|
|
2021
Q4 | $17K | Buy |
+490
| New | +$17K | ﹤0.01% | 748 |
|