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

Harbour 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 		$363K Buy
9,093
+4,341
+91% +$178K 0.01% 1207
2025
Q4 		$183K Sell
4,752
-128
-3% -$4.92K ﹤0.01% 1329
2025
Q3 		$190K Buy
4,880
+828
+20% +$31.2K ﹤0.01% 1257
2025
Q2 		$144K Buy
4,052
+15
+0.4% +$504 ﹤0.01% 1332
2025
Q1 		$138K Sell
4,037
-24,516
-86% -$902K ﹤0.01% 1269
2024
Q4 		$1.07M Buy
28,553
+24,494
+603% +$944K 0.03% 453
2024
Q3 		$154K Buy
4,059
+15
+0.4% +$549 ﹤0.01% 1126
2024
Q2 		$140K Buy
4,044
+1,969
+95% +$68.4K ﹤0.01% 1085
2024
Q1 		$74.7K Hold
2,075
– – ﹤0.01% 1333
2023
Q4 		$72K Sell
2,075
-49
-2% -$1.52K ﹤0.01% 1283
2023
Q3 		$64.5K Buy
2,124
+1,150
+118% +$37.2K ﹤0.01% 1235
2023
Q2 		$31.3K Buy
974
+904
+1,291% +$27.7K ﹤0.01% 1568
2023
Q1 		$2.17K Hold
70
– – ﹤0.01% 2535
2022
Q4 		$2.11K Hold
70
– – ﹤0.01% 2498
2022
Q3 		$2K Hold
70
– – ﹤0.01% 2452
2022
Q2 		$2K Buy
+70
New +$2.16K ﹤0.01% 2452
2021
Q4 		– Sell
-10,359
Closed -$367K – 3162
2021
Q3 		$367K Buy
10,359
+1,636
+19% +$58.5K 0.01% 765
2021
Q2 		$320K Sell
8,723
-51
-0.6% -$1.87K 0.01% 847
2021
Q1 		$312K Buy
+8,774
New +$299K 0.01% 786

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

Harbour Investments's ISMD Position: Q1 2026 in Review

Harbour Investments increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 91% in Q1 2026, buying an estimated $178K and bringing the position to 9,093 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1207.

Harbour Investments first reported a position in ISMD in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Harbour Investments held 9,093 shares of Inspire Small/Mid Cap Impact ETF worth $363K as of Q1 2026.
  • Harbour Investments bought 4,341 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $178K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1207 holding.
  • Harbour Investments first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's Inspire Small/Mid Cap Impact ETF position peaked at $1.07M in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

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