IFP Advisors
ISMD icon

IFP Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

IFP Advisors’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 		$1.72M Buy
37,020
+21,670
+141% +$1.06M 0.03% 551
2026
Q2 		$767K Buy
15,350
+382
+3% +$17.4K 0.01% 854
2026
Q1 		$598K Buy
14,968
+383
+3% +$15.7K 0.01% 889
2025
Q4 		$563K Sell
14,585
-1,694
-10% -$65.1K 0.01% 881
2025
Q3 		$633K Sell
16,279
-27,925
-63% -$1.05M 0.02% 777
2025
Q2 		$1.57M Buy
44,204
+984
+2% +$33.1K 0.04% 417
2025
Q1 		$1.47M Buy
43,220
+1,678
+4% +$61.7K 0.05% 445
2024
Q4 		$1.56M Buy
41,542
+16,040
+63% +$618K 0.05% 406
2024
Q3 		$967K Buy
25,502
+24,986
+4,842% +$915K 0.03% 488
2024
Q2 		$17.9K Buy
+516
New +$17.9K ﹤0.01% 2134
2022
Q4 		– Sell
-50
Closed -$3K – 4712
2022
Q3 		$3K Hold
50
– – ﹤0.01% 4227
2022
Q2 		$3K Hold
50
– – ﹤0.01% 3996
2022
Q1 		$3K Buy
+50
New +$1.66K ﹤0.01% 3996
2019
Q1 		$24K Hold
927
– – ﹤0.01% 1267
2018
Q4 		$21K Sell
927
-514
-36% -$13.4K ﹤0.01% 2106
2018
Q3 		$42K Sell
1,441
-1,590
-52% -$46.8K ﹤0.01% 1989
2018
Q2 		$86K Sell
3,031
-3,876
-56% -$107K ﹤0.01% 1565
2018
Q1 		$183K Hold
6,907
– – 0.01% 1030
2017
Q4 		$183K Buy
6,907
+2,122
+44% +$55.8K 0.01% 1036
2017
Q3 		$126K Hold
4,785
– – 0.01% 1414
2017
Q2 		$121K Buy
+4,785
New +$118K 0.01% 1427

Other funds holding ISMD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

IFP Advisors's ISMD Position: Q3 2026 in Review

IFP Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 141% in Q3 2026, buying an estimated $1.06M and bringing the position to 37,020 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #551.

IFP Advisors first reported a position in ISMD in Q2 2017 and has held it in 21 quarters since. 19 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • IFP Advisors held 37,020 shares of Inspire Small/Mid Cap Impact ETF worth $1.72M as of Q3 2026.
  • IFP Advisors bought 21,670 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $1.06M.
  • Inspire Small/Mid Cap Impact ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #551 holding.
  • IFP Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2017 and has held it in 21 quarters since.
  • 19 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.