IA
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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
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

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

IFP Advisors's ISMD Position: Q1 2026 in Review

IFP Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 2.6% in Q1 2026, buying an estimated $15.7K and bringing the position to 14,968 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #889.

IFP Advisors first reported a position in ISMD in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.57M in Q2 2025. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • IFP Advisors held 14,968 shares of Inspire Small/Mid Cap Impact ETF worth $598K as of Q1 2026.
  • IFP Advisors bought 383 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $15.7K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #889 holding.
  • IFP Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2017 and has held it in 19 quarters since.
  • IFP Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $1.57M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.