Fidelity Investments
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Fidelity Investments’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Fidelity Investments’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
Q1 		$5.93K Hold
148
– – ﹤0.01% 4884
2025
Q4 		$5.72K Sell
148
-8
-5% -$307 ﹤0.01% 4869
2025
Q3 		$6.05K Hold
156
– – ﹤0.01% 4742
2025
Q2 		$5.53K Buy
156
+70
+81% +$2.35K ﹤0.01% 4691
2025
Q1 		$2.93K Hold
86
– – ﹤0.01% 4822
2024
Q4 		$3.23K Sell
86
-1
-1% -$39 ﹤0.01% 4740
2024
Q3 		$3.3K Buy
87
+1
+1% +$37 ﹤0.01% 4705
2024
Q2 		$2.98K Hold
86
– – ﹤0.01% 4657
2024
Q1 		$3.1K Hold
86
– – ﹤0.01% 4617
2023
Q4 		$2.98K Hold
86
– – ﹤0.01% 4575
2023
Q3 		$2.61K Sell
86
-14
-14% -$453 ﹤0.01% 4474
2023
Q2 		$3.21K Hold
100
– – ﹤0.01% 4479
2023
Q1 		$3.1K Sell
100
-7
-7% -$223 ﹤0.01% 4512
2022
Q4 		$3.22K Sell
107
-101
-49% -$3.03K ﹤0.01% 4387
2022
Q3 		$6K Sell
208
-72
-26% -$2.19K ﹤0.01% 4249
2022
Q2 		$8K Hold
280
– – ﹤0.01% 4171
2022
Q1 		$9K Hold
280
– – ﹤0.01% 4273
2021
Q4 		$10K Sell
280
-43
-13% -$1.58K ﹤0.01% 3639
2021
Q3 		$11K Hold
323
– – ﹤0.01% 3592
2021
Q2 		$12K Buy
+323
New +$11.8K ﹤0.01% 3505

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Fidelity Investments's ISMD Position: Q1 2026 in Review

Fidelity Investments held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 148 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4884.

Fidelity Investments first reported a position in ISMD in Q2 2021 and has held it in 20 quarters since. The position peaked at $12K in Q2 2021. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Fidelity Investments held 148 shares of Inspire Small/Mid Cap Impact ETF worth $5.93K as of Q1 2026.
  • Fidelity Investments left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4884 holding.
  • Fidelity Investments first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2021 and has held it in 20 quarters since.
  • Fidelity Investments's Inspire Small/Mid Cap Impact ETF position peaked at $12K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.