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

John Overdeck’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 		$2.14M Buy
42,800
+11,700
+38% +$533K ﹤0.01% 2938
2026
Q1 		$1.24M Buy
31,100
+19,900
+178% +$818K ﹤0.01% 3096
2025
Q4 		$432K Buy
+11,200
New +$430K ﹤0.01% 3393
2025
Q2 		– Sell
-31,100
Closed -$1.06M – 3352
2025
Q1 		$1.06M Buy
31,100
+14,700
+90% +$541K ﹤0.01% 2142
2024
Q4 		$615K Buy
+16,400
New +$632K ﹤0.01% 2442
2024
Q1 		– Sell
-6,000
Closed -$208K – 3188
2023
Q4 		$208K Buy
+6,000
New +$186K ﹤0.01% 2821

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

John Overdeck's ISMD Position: Q2 2026 in Review

John Overdeck increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 38% in Q2 2026, buying an estimated $533K and bringing the position to 42,800 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

John Overdeck first reported a position in ISMD in Q4 2023 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • John Overdeck held 42,800 shares of Inspire Small/Mid Cap Impact ETF worth $2.14M as of Q2 2026.
  • John Overdeck bought 11,700 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $533K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2938 holding.
  • John Overdeck first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.