Howe & Rusling’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.4K | Sell |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $122K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $110K | Hold |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $135K | Buy |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $55K | Buy |
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