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Householder Group Estate & Retirement Specialist’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-480
Closed -$18K – 863
2024
Q3 		$18K Hold
480
– – 0.01% 715
2024
Q2 		$16K Buy
+480
New +$16.7K ﹤0.01% 722

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ISMD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2024, closing a stake of 480 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in ISMD in Q2 2024 and held it in 2 quarters. The position peaked at $18K in Q3 2024. 81 funds tracked by Wall St. Rank hold ISMD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 480 Inspire Small/Mid Cap Impact ETF shares in Q4 2024, an estimated $18K.
  • Householder Group Estate & Retirement Specialist first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Inspire Small/Mid Cap Impact ETF position peaked at $18K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.