HR
ISMD icon

Howe & Rusling’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Howe & Rusling’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 		$103K Hold
2,573
– – 0.01% 325
2025
Q4 		$99.3K Hold
2,573
– – 0.01% 330
2025
Q3 		$100K Hold
2,573
– – 0.01% 317
2025
Q2 		$91.4K Sell
2,573
-805
-24% -$27.1K 0.01% 318
2025
Q1 		$115K Hold
3,378
– – 0.01% 291
2024
Q4 		$127K Hold
3,378
– – 0.01% 271
2024
Q3 		$128K Hold
3,378
– – 0.01% 267
2024
Q2 		$117K Hold
3,378
– – 0.01% 256
2024
Q1 		$122K Hold
3,378
– – 0.01% 260
2023
Q4 		$117K Hold
3,378
– – 0.01% 242
2023
Q3 		$103K Hold
3,378
– – 0.01% 235
2023
Q2 		$109K Hold
3,378
– – 0.01% 242
2023
Q1 		$105K Buy
+3,378
New +$108K 0.01% 224
2022
Q4 		– Sell
-3,535
Closed -$97K – 669
2022
Q3 		$97K Sell
3,535
-306
-8% -$9.29K 0.01% 257
2022
Q2 		$110K Hold
3,841
– – 0.01% 244
2022
Q1 		$127K Hold
3,841
– – 0.01% 238
2021
Q4 		$135K Buy
3,841
+270
+8% +$9.91K 0.02% 229
2021
Q3 		$127K Buy
3,571
+1,496
+72% +$53.4K 0.02% 228
2021
Q2 		$76K Hold
2,075
– – 0.01% 262
2021
Q1 		$74K Hold
2,075
– – 0.01% 264
2020
Q4 		$62K Hold
2,075
– – 0.01% 265
2020
Q3 		$47K Hold
2,075
– – 0.01% 271
2020
Q2 		$47K Hold
2,075
– – 0.01% 254
2020
Q1 		$40K Hold
2,075
– – 0.01% 272
2019
Q4 		$59K Hold
2,075
– – 0.01% 276
2019
Q3 		$55K Hold
2,075
– – 0.01% 289
2019
Q2 		$55K Buy
+2,075
New +$55K 0.01% 286

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 $673M AUM 21.2% 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 $1.57B AUM 20.25% 1-Year Est. Return

Howe & Rusling's ISMD Position: Q1 2026 in Review

Howe & Rusling held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 2,573 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #325.

Howe & Rusling first reported a position in ISMD in Q2 2019 and has held it in 27 quarters since. The position peaked at $135K in Q4 2021. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Howe & Rusling held 2,573 shares of Inspire Small/Mid Cap Impact ETF worth $103K as of Q1 2026.
  • Howe & Rusling left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #325 holding.
  • Howe & Rusling first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2019 and has held it in 27 quarters since.
  • Howe & Rusling's Inspire Small/Mid Cap Impact ETF position peaked at $135K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.