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GeoWealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

GeoWealth 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
2026
Q2 		– Sell
-1
Closed -$40 – 922
2026
Q1 		$40 Hold
1
– – ﹤0.01% 851
2025
Q4 		$39 Hold
1
– – ﹤0.01% 767
2025
Q3 		$39 Hold
1
– – ﹤0.01% 762
2025
Q2 		$36 Buy
+1
New +$34 ﹤0.01% 1205

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

GeoWealth Management's ISMD Position: Q2 2026 in Review

GeoWealth Management sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026, closing a stake of 1 share — an estimated $40 sold.

GeoWealth Management first reported a position in ISMD in Q2 2025 and held it in 4 quarters. The position peaked at $40 in Q1 2026. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • GeoWealth Management reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 1 Inspire Small/Mid Cap Impact ETF share in Q2 2026, an estimated $40.
  • GeoWealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and held it in 4 quarters.
  • GeoWealth Management's Inspire Small/Mid Cap Impact ETF position peaked at $40 in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.