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

Inspire 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 		$57.8M Buy
1,445,003
+2,322
+0.2% +$95.4K 4.71% 5
2025
Q4 		$55.7M Buy
1,442,681
+11,177
+0.8% +$430K 5.12% 5
2025
Q3 		$55.6M Buy
1,431,504
+48,984
+4% +$1.84M 5.32% 4
2025
Q2 		$49.1M Buy
1,382,520
+86,983
+7% +$2.92M 5.1% 4
2025
Q1 		$44.2M Sell
1,295,537
-54,209
-4% -$1.99M 5.11% 4
2024
Q4 		$50.6M Buy
1,349,746
+27,011
+2% +$1.04M 6.2% 4
2024
Q3 		$50.1M Buy
1,322,735
+31,989
+2% +$1.17M 6.1% 4
2024
Q2 		$44.7M Sell
1,290,746
-35,822
-3% -$1.24M 5.93% 5
2024
Q1 		$47.8M Sell
1,326,568
-73,564
-5% -$2.52M 6.61% 6
2023
Q4 		$48.6M Buy
1,400,132
+390,741
+39% +$12.1M 7.3% 4
2023
Q3 		$30.7M Buy
1,009,391
+71,628
+8% +$2.32M 5.42% 6
2023
Q2 		$30.1M Sell
937,763
-100,043
-10% -$3.06M 5.81% 6
2023
Q1 		$32.2M Buy
1,037,806
+273,937
+36% +$8.74M 7.39% 6
2022
Q4 		$23M Buy
763,869
+22,764
+3% +$682K 5.8% 6
2022
Q3 		$20.3M Sell
741,105
-125,271
-14% -$3.8M 5.57% 6
2022
Q2 		$24.7M Buy
866,376
+95,399
+12% +$2.94M 6.92% 6
2022
Q1 		$25.6M Sell
770,977
-300,544
-28% -$9.99M 7.18% 6
2021
Q4 		$37.8M Buy
1,071,521
+31,941
+3% +$1.17M 10.69% 3
2021
Q3 		$36.8M Buy
1,039,580
+23,497
+2% +$839K 11.61% 3
2021
Q2 		$37.3M Sell
1,016,083
-50,481
-5% -$1.85M 12.15% 2
2021
Q1 		$38M Buy
1,066,564
+33,321
+3% +$1.13M 13.72% 2
2020
Q4 		$30.9M Buy
+1,033,243
New +$27.6M 11.53% 2

Other funds holding ISMD

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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Inspire Advisors's ISMD Position: Q1 2026 in Review

Inspire Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.16% in Q1 2026, buying an estimated $95.4K and bringing the position to 1,445,003 shares worth $57.8M. The position accounts for 4.71% of the portfolio, ranked #5.

Inspire Advisors first reported a position in ISMD in Q4 2020 and has held it in 22 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Inspire Advisors held 1,445,003 shares of Inspire Small/Mid Cap Impact ETF worth $57.8M as of Q1 2026.
  • Inspire Advisors bought 2,322 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $95.4K.
  • Inspire Small/Mid Cap Impact ETF made up 4.71% of Inspire Advisors's portfolio in Q1 2026, its #5 holding.
  • Inspire Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2020 and has held it in 22 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.