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Financial Advocates Investment Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-31,723
Closed -$1.13M – 324
2025
Q2 		$1.13M Buy
31,723
+1,414
+5% +$47.5K 0.09% 211
2025
Q1 		$1.03M Sell
30,309
-50
-0.2% -$1.84K 0.07% 269
2024
Q4 		$1.14M Buy
30,359
+477
+2% +$18.4K 0.06% 278
2024
Q3 		$1.13M Buy
29,882
+44
+0.1% +$1.61K 0.06% 284
2024
Q2 		$1.03M Sell
29,838
-67
-0.2% -$2.33K 0.06% 285
2024
Q1 		$1.08M Buy
29,905
+139
+0.5% +$4.76K 0.06% 295
2023
Q4 		$1.03M Buy
29,766
+358
+1% +$11.1K 0.07% 281
2023
Q3 		$894K Sell
29,408
-853
-3% -$27.6K 0.06% 291
2023
Q2 		$972K Sell
30,261
-455
-1% -$13.9K 0.07% 271
2023
Q1 		$953K Sell
30,716
-90
-0.3% -$2.87K 0.07% 301
2022
Q4 		$928K Sell
30,806
-24
-0.1% -$719 0.07% 305
2022
Q3 		$844K Buy
30,830
+655
+2% +$19.9K 0.07% 290
2022
Q2 		$862K Buy
30,175
+163
+0.5% +$5.03K 0.07% 287
2022
Q1 		$996K Sell
30,012
-845
-3% -$28.1K 0.07% 298
2021
Q4 		$1.09M Buy
30,857
+1,703
+6% +$62.5K 0.07% 305
2021
Q3 		$1.03M Buy
29,154
+530
+2% +$18.9K 0.07% 306
2021
Q2 		$1.05M Sell
28,624
-1,511
-5% -$55.4K 0.07% 306
2021
Q1 		$1.07M Buy
30,135
+3,500
+13% +$119K 0.08% 302
2020
Q4 		$796K Buy
26,635
+1,978
+8% +$52.9K 0.05% 349
2020
Q3 		$560K Buy
24,657
+311
+1% +$7.3K 0.05% 353
2020
Q2 		$550K Buy
24,346
+2,865
+13% +$61K 0.05% 342
2020
Q1 		$414K Buy
21,481
+2,250
+12% +$56.3K 0.06% 304
2019
Q4 		$542K Buy
19,231
+5,677
+42% +$154K 0.06% 299
2019
Q3 		$357K Buy
+13,554
New +$354K 0.04% 349

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Financial Advocates Investment Management's ISMD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2025, closing a stake of 31,723 shares — an estimated $1.13M sold.

Financial Advocates Investment Management first reported a position in ISMD in Q3 2019 and held it in 24 quarters. The position peaked at $1.14M in Q4 2024. 75 funds tracked by Wall St. Rank hold ISMD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 31,723 Inspire Small/Mid Cap Impact ETF shares in Q3 2025, an estimated $1.13M.
  • Financial Advocates Investment Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's Inspire Small/Mid Cap Impact ETF position peaked at $1.14M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.