HIS
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Harvest Investment Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Harvest Investment Services’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 		$202K Sell
5,061
-2,306
-31% -$94.8K 0.04% 335
2025
Q4 		$284K Buy
7,367
+68
+0.9% +$2.61K 0.05% 271
2025
Q3 		$284K Sell
7,299
-4,484
-38% -$169K 0.06% 261
2025
Q2 		$419K Sell
11,783
-883
-7% -$29.7K 0.09% 210
2025
Q1 		$432K Buy
12,666
+3,202
+34% +$118K 0.12% 171
2024
Q4 		$355K Sell
9,464
-220
-2% -$8.48K 0.09% 203
2024
Q3 		$367K Buy
+9,684
New +$355K 0.12% 163
2020
Q2 		– Sell
-11,482
Closed -$221K – 199
2020
Q1 		$221K Buy
+11,482
New +$288K 0.29% 84

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