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Fairman Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Fairman Group’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 		$128K Buy
2,551
+7
+0.3% +$319 0.1% 71
2026
Q1 		$102K Sell
2,544
-4,178
-62% -$172K 0.09% 72
2025
Q4 		$259K Buy
6,722
+37
+0.6% +$1.42K 0.21% 47
2025
Q3 		$261K Buy
6,685
+22
+0.3% +$828 0.21% 46
2025
Q2 		$238K Buy
6,663
+27
+0.4% +$907 0.2% 49
2025
Q1 		$249K Hold
6,636
– – 0.23% 49
2024
Q4 		$249K Sell
6,636
-1,681
-20% -$64.8K 0.21% 51
2024
Q3 		$316K Buy
8,317
+34
+0.4% +$1.25K 0.29% 41
2024
Q2 		$288K Sell
8,283
-2,109
-20% -$73.2K 0.29% 43
2024
Q1 		$375K Hold
10,392
– – 0.35% 28
2023
Q4 		$361K Buy
+10,392
New +$322K 0.34% 28

Other funds holding ISMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Fairman Group's ISMD Position: Q2 2026 in Review

Fairman Group increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.28% in Q2 2026, buying an estimated $319 and bringing the position to 2,551 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #71.

Fairman Group first reported a position in ISMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $375K in Q1 2024. 55 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Fairman Group held 2,551 shares of Inspire Small/Mid Cap Impact ETF worth $128K as of Q2 2026.
  • Fairman Group bought 7 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $319.
  • Inspire Small/Mid Cap Impact ETF made up 0.1% of Fairman Group's portfolio in Q2 2026, its #71 holding.
  • Fairman Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's Inspire Small/Mid Cap Impact ETF position peaked at $375K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.