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 Q2	$252K	Sell	5,048 -13	-0.3%	-$592	0.04%	341
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

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

Harvest Investment Services's ISMD Position: Q2 2026 in Review

Harvest Investment Services reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.26% in Q2 2026, selling an estimated $592 and leaving 5,048 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #341.

Harvest Investment Services first reported a position in ISMD in Q1 2020 and has held it in 9 quarters since. The position peaked at $432K in Q1 2025. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

Harvest Investment Services held 5,048 shares of Inspire Small/Mid Cap Impact ETF worth $252K as of Q2 2026.
Harvest Investment Services sold 13 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $592.
Inspire Small/Mid Cap Impact ETF made up 0.04% of Harvest Investment Services's portfolio in Q2 2026, its #341 holding.
Harvest Investment Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2020 and has held it in 9 quarters since.
Harvest Investment Services's Inspire Small/Mid Cap Impact ETF position peaked at $432K in Q1 2025.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.