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Farther Finance Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Farther Finance 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 		$660K Sell
13,191
-467
-3% -$21.3K 0.01% 1355
2026
Q1 		$550K Buy
+13,658
New +$561K 0.01% 1331

Other funds holding ISMD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Farther Finance Advisors's ISMD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 3.4% in Q2 2026, selling an estimated $21.3K and leaving 13,191 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #1355.

Farther Finance Advisors first reported a position in ISMD in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Farther Finance Advisors held 13,191 shares of Inspire Small/Mid Cap Impact ETF worth $660K as of Q2 2026.
  • Farther Finance Advisors sold 467 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $21.3K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1355 holding.
  • Farther Finance Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.