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 Q3	$2.92K	Hold	63	–	–	﹤0.01%	469
2026 Q2	$3.15K	Hold	63	–	–	﹤0.01%	446
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

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

IAG Wealth Partners's ISMD Position: Q3 2026 in Review

IAG Wealth Partners held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q3 2026 at 63 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

IAG Wealth Partners first reported a position in ISMD in Q3 2022 and has held it in 17 quarters since. The position peaked at $155K in Q1 2023. 50 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

IAG Wealth Partners held 63 shares of Inspire Small/Mid Cap Impact ETF worth $2.92K as of Q3 2026.
IAG Wealth Partners left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q3 2026.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #469 holding.
IAG Wealth Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2022 and has held it in 17 quarters since.
IAG Wealth Partners's Inspire Small/Mid Cap Impact ETF position peaked at $155K in Q1 2023.
50 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.