IAG Wealth Partners’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 | $2.24K | Hold |
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|
2025
Q1 | $2.15K | Hold |
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|
2024
Q4 | $2.36K | Hold |
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|
2024
Q3 | $2.39K | Hold |
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|
2024
Q2 | $2.18K | Hold |
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|
2024
Q1 | $2.27K | Sell |
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|
2023
Q4 | $88.6K | Sell |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $140K | Sell |
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|
2023
Q1 | $155K | Buy |
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|
2022
Q4 | $75K | Hold |
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|
2022
Q3 | $68K | Buy |
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