Focus Financial Network’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Focus Financial Network’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	$414K	Buy	+8,251	New	+$376K	0.01%	534
2020 Q1	–	Sell	-22,090	Closed	-$623K	–	399
2019 Q4	$623K	Buy	22,090 +3,615	+20%	+$98.1K	0.08%	216
2019 Q3	$488K	Sell	18,475 -3,590	-16%	-$93.7K	0.07%	229
2019 Q2	$591K	Buy	22,065 +2,440	+12%	+$64.6K	0.09%	198
2019 Q1	$517K	Buy	+19,625	New	+$507K	0.08%	202

Other funds holding ISMD

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network's ISMD Position: Q2 2026 in Review

Focus Financial Network opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 8,251 shares worth $414K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in ISMD as recently as Q4 2019.

Focus Financial Network first reported a position in ISMD in Q1 2019 and has held it in 5 quarters since. The position peaked at $623K in Q4 2019. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

Focus Financial Network held 8,251 shares of Inspire Small/Mid Cap Impact ETF worth $414K as of Q2 2026.
Inspire Small/Mid Cap Impact ETF was a new Focus Financial Network position in Q2 2026.
Inspire Small/Mid Cap Impact ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #534 holding.
Focus Financial Network first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2019 and has held it in 5 quarters since.
Focus Financial Network's Inspire Small/Mid Cap Impact ETF position peaked at $623K in Q4 2019.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.