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Independent Advisor Alliance’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Independent Advisor Alliance’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 		$1.12M Buy
+27,900
New +$1.15M 0.01% 776
2025
Q1 		– Sell
-29,021
Closed -$1.09M – 1091
2024
Q4 		$1.09M Buy
+29,021
New +$1.12M 0.01% 708

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

Independent Advisor Alliance's ISMD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2026: 27,900 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ISMD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ISMD in Q4 2024 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Independent Advisor Alliance held 27,900 shares of Inspire Small/Mid Cap Impact ETF worth $1.12M as of Q1 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #776 holding.
  • Independent Advisor Alliance first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.