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IAG Wealth Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

IAG Wealth Partners’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 		$2.52K Hold
63
– – ﹤0.01% 461
2025
Q4 		$2.43K Hold
63
– – ﹤0.01% 440
2025
Q3 		$2.45K Hold
63
– – ﹤0.01% 461
2025
Q2 		$2.24K Hold
63
– – ﹤0.01% 435
2025
Q1 		$2.15K Hold
63
– – ﹤0.01% 445
2024
Q4 		$2.36K Hold
63
– – ﹤0.01% 458
2024
Q3 		$2.39K Hold
63
– – ﹤0.01% 441
2024
Q2 		$2.18K Hold
63
– – ﹤0.01% 444
2024
Q1 		$2.27K Sell
63
-2,490
-98% -$85.2K ﹤0.01% 399
2023
Q4 		$88.6K Sell
2,553
-1,870
-42% -$57.9K 0.02% 113
2023
Q3 		$134K Buy
4,423
+63
+1% +$2.04K 0.04% 96
2023
Q2 		$140K Sell
4,360
-620
-12% -$19K 0.04% 103
2023
Q1 		$155K Buy
4,980
+2,490
+100% +$79.5K 0.04% 89
2022
Q4 		$75K Hold
2,490
– – 0.02% 112
2022
Q3 		$68K Buy
+2,490
New +$75.6K 0.02% 105

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 $586M AUM 15.84% 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 $1.36B AUM 15.65% 1-Year Est. Return

IAG Wealth Partners's ISMD Position: Q1 2026 in Review

IAG Wealth Partners held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 63 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

IAG Wealth Partners first reported a position in ISMD in Q3 2022 and has held it in 15 quarters since. The position peaked at $155K in Q1 2023. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • IAG Wealth Partners held 63 shares of Inspire Small/Mid Cap Impact ETF worth $2.52K as of Q1 2026.
  • IAG Wealth Partners 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 IAG Wealth Partners's portfolio in Q1 2026, its #461 holding.
  • IAG Wealth Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2022 and has held it in 15 quarters since.
  • IAG Wealth Partners's Inspire Small/Mid Cap Impact ETF position peaked at $155K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.