Institute for Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Institute for Wealth Management’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 Q2	$10.4K	Buy	+208	New	+$9.47K	﹤0.01%	1310
2019 Q2	–	Sell	-59,200	Closed	-$1.56M	–	485
2019 Q1	$1.56M	Buy	+59,200	New	+$1.53M	0.34%	67
2018 Q4	–	Sell	-69,514	Closed	-$2.04M	–	302
2018 Q3	$2.04M	Buy	+69,514	New	+$2.05M	0.69%	38
2018 Q1	–	Sell	-27,910	Closed	-$738K	–	326
2017 Q4	$738K	Buy	+27,910	New	+$734K	0.17%	172

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's ISMD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 208 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ISMD as recently as Q1 2019.

Institute for Wealth Management first reported a position in ISMD in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.04M in Q3 2018. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

Institute for Wealth Management held 208 shares of Inspire Small/Mid Cap Impact ETF worth $10.4K as of Q2 2026.
Inspire Small/Mid Cap Impact ETF was a new Institute for Wealth Management position in Q2 2026.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1310 holding.
Institute for Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2017 and has held it in 4 quarters since.
Institute for Wealth Management's Inspire Small/Mid Cap Impact ETF position peaked at $2.04M in Q3 2018.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.