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ISMD icon

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

Inspire Investing’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 		$7.59M Sell
189,855
-31,360
-14% -$1.29M 0.44% 40
2025
Q4 		$8.53M Sell
221,215
-361
-0.2% -$13.9K 0.77% 17
2025
Q3 		$8.61M Sell
221,576
-8,313
-4% -$313K 0.84% 15
2025
Q2 		$8.17M Buy
229,889
+6,840
+3% +$230K 0.89% 17
2025
Q1 		$7.61M Sell
223,049
-11,381
-5% -$419K 0.9% 13
2024
Q4 		$8.8M Buy
234,430
+20,652
+10% +$796K 0.98% 10
2024
Q3 		$8.1M Buy
213,778
+5,436
+3% +$199K 0.83% 13
2024
Q2 		$7.21M Sell
208,342
-64,145
-24% -$2.23M 0.83% 14
2024
Q1 		$9.81M Sell
272,487
-19,769
-7% -$677K 1% 11
2023
Q4 		$10.1M Buy
292,256
+60,732
+26% +$1.88M 1.12% 10
2023
Q3 		$7.04M Sell
231,524
-8,735
-4% -$282K 0.9% 12
2023
Q2 		$7.72M Buy
240,259
+18,033
+8% +$552K 0.93% 10
2023
Q1 		$6.9M Sell
222,226
-163,973
-42% -$5.23M 0.88% 13
2022
Q4 		$11.6M Sell
386,199
-1,351
-0.3% -$40.5K 1.5% 9
2022
Q3 		$10.6M Sell
387,550
-87,832
-18% -$2.67M 1.5% 7
2022
Q2 		$13.6M Buy
475,382
+71,752
+18% +$2.21M 1.8% 6
2022
Q1 		$13.4M Buy
403,630
+44,727
+12% +$1.49M 1.55% 7
2021
Q4 		$12.6M Buy
358,903
+51,770
+17% +$1.9M 1.45% 8
2021
Q3 		$10.9M Sell
307,133
-70,532
-19% -$2.52M 1.38% 8
2021
Q2 		$13.9M Sell
377,665
-11,160
-3% -$409K 1.83% 5
2021
Q1 		$13.8M Sell
388,825
-12,740
-3% -$434K 2.12% 5
2020
Q4 		$12M Buy
401,565
+2,758
+0.7% +$73.7K 2.65% 4
2020
Q3 		$9.06M Sell
398,807
-5,075
-1% -$119K 2.49% 6
2020
Q2 		$9.13M Buy
403,882
+30,209
+8% +$644K 3.15% 4
2020
Q1 		$7.2M Buy
373,673
+71,039
+23% +$1.78M 2.88% 4
2019
Q4 		$8.53M Sell
302,634
-57,904
-16% -$1.57M 3.06% 3
2019
Q3 		$9.49M Buy
360,538
+504
+0.1% +$13.2K 3.62% 3
2019
Q2 		$9.61M Sell
360,034
-96,127
-21% -$2.55M 4.04% 3
2019
Q1 		$12M Sell
456,161
-58,420
-11% -$1.51M 5.57% 3
2018
Q4 		$11.8M Buy
514,581
+17,017
+3% +$444K 7.9% 3
2018
Q3 		$14.6M Buy
497,564
+920
+0.2% +$27.1K 9.03% 3
2018
Q2 		$14.1M Buy
496,644
+52,923
+12% +$1.47M 10.03% 3
2018
Q1 		$11.6M Buy
443,721
+12,073
+3% +$323K 11.86% 3
2017
Q4 		$11.4M Buy
+431,648
New +$11.4M 9.7% 3

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
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 Investing's ISMD Position: Q1 2026 in Review

Inspire Investing reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 14% in Q1 2026, selling an estimated $1.29M and leaving 189,855 shares worth $7.59M. The position accounts for 0.44% of the portfolio, ranked #40.

Inspire Investing first reported a position in ISMD in Q4 2017 and has held it in 34 quarters since. The position peaked at $14.6M in Q3 2018. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Inspire Investing held 189,855 shares of Inspire Small/Mid Cap Impact ETF worth $7.59M as of Q1 2026.
  • Inspire Investing sold 31,360 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $1.29M.
  • Inspire Small/Mid Cap Impact ETF made up 0.44% of Inspire Investing's portfolio in Q1 2026, its #40 holding.
  • Inspire Investing first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2017 and has held it in 34 quarters since.
  • Inspire Investing's Inspire Small/Mid Cap Impact ETF position peaked at $14.6M in Q3 2018.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.