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
Q2 		$9.46K Buy
189
+41
+28% +$1.87K ﹤0.01% 4884
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 $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 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

Fidelity Investments's ISMD Position: Q2 2026 in Review

Fidelity Investments increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 28% in Q2 2026, buying an estimated $1.87K and bringing the position to 189 shares worth $9.46K. 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 21 quarters since. The position peaked at $12K in Q2 2021. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Fidelity Investments held 189 shares of Inspire Small/Mid Cap Impact ETF worth $9.46K as of Q2 2026.
  • Fidelity Investments bought 41 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $1.87K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 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 21 quarters since.
  • Fidelity Investments's Inspire Small/Mid Cap Impact ETF position peaked at $12K in Q2 2021.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.