JY
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Jeff Yass’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Jeff Yass’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 		$495K Buy
+9,902
New +$451K ﹤0.01% 9947
2026
Q1 		– Sell
-11,535
Closed -$445K – 13610
2025
Q4 		$445K Buy
+11,535
New +$443K ﹤0.01% 9075
2025
Q3 		– Sell
-22,965
Closed -$816K – 13140
2025
Q2 		$816K Buy
+22,965
New +$772K ﹤0.01% 7966
2024
Q4 		– Sell
-8,681
Closed -$329K – 12690
2024
Q3 		$329K Buy
+8,681
New +$318K ﹤0.01% 9399
2024
Q2 		– Sell
-14,231
Closed -$512K – 12629
2024
Q1 		$512K Buy
+14,231
New +$487K ﹤0.01% 8454
2023
Q4 		– Sell
-15,369
Closed -$467K – 12819
2023
Q3 		$467K Sell
15,369
-30,238
-66% -$977K ﹤0.01% 8386
2023
Q2 		$1.47M Buy
+45,607
New +$1.4M ﹤0.01% 5822
2020
Q4 		– Sell
-53,723
Closed -$1.22M – 11362
2020
Q3 		$1.22M Sell
53,723
-11,283
-17% -$265K ﹤0.01% 5637
2020
Q2 		$1.47M Buy
+65,006
New +$1.39M ﹤0.01% 5073
2019
Q3 		– Sell
-10,949
Closed -$292K – 10480
2019
Q2 		$292K Buy
+10,949
New +$290K ﹤0.01% 8371

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jeff Yass's ISMD Position: Q2 2026 in Review

Jeff Yass opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 9,902 shares worth $495K. The stake represents ﹤0.01% of the portfolio and ranks #9947 among its holdings. This is a return to the name: Jeff Yass previously reported a position in ISMD as recently as Q4 2025.

Jeff Yass first reported a position in ISMD in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.47M in Q2 2020. 107 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Jeff Yass held 9,902 shares of Inspire Small/Mid Cap Impact ETF worth $495K as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Jeff Yass position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9947 holding.
  • Jeff Yass first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2019 and has held it in 10 quarters since.
  • Jeff Yass's Inspire Small/Mid Cap Impact ETF position peaked at $1.47M in Q2 2020.
  • 107 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.