IAG Wealth Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$89.7K | ﹤0.01% | 399 |
|
|
2023
Q4 | $88.6K | Sell |
2,553
-1,870
| -42% | -$64.9K | 0.02% | 113 |
|
|
2023
Q3 | $134K | Buy |
4,423
+63
| +1% | +$1.92K | 0.04% | 96 |
|
|
2023
Q2 | $140K | Sell |
4,360
-620
| -12% | -$19.9K | 0.04% | 103 |
|
|
2023
Q1 | $155K | Buy |
4,980
+2,490
| +100% | +$77.3K | 0.04% | 89 |
|
|
2022
Q4 | $75K | Hold |
2,490
| – | – | 0.02% | 112 |
|
|
2022
Q3 | $68K | Buy |
+2,490
| New | +$68K | 0.02% | 105 |
|