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Family Wealth Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Family Wealth Partners’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 		$1.17M Buy
23,465
+2,386
+11% +$109K 0.36% 40
2026
Q1 		$843K Buy
21,079
+7,264
+53% +$299K 0.29% 46
2025
Q4 		$533K Buy
13,815
+7,665
+125% +$295K 0.19% 52
2025
Q3 		$239K Buy
+6,150
New +$231K 0.09% 69

Other funds holding ISMD

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Family Wealth Partners's ISMD Position: Q2 2026 in Review

Family Wealth Partners increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 11% in Q2 2026, buying an estimated $109K and bringing the position to 23,465 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #40.

Family Wealth Partners first reported a position in ISMD in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Family Wealth Partners held 23,465 shares of Inspire Small/Mid Cap Impact ETF worth $1.17M as of Q2 2026.
  • Family Wealth Partners bought 2,386 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $109K.
  • Inspire Small/Mid Cap Impact ETF made up 0.36% of Family Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Family Wealth Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.