Jones Financial Companies
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Jones Financial Companies’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Jones Financial Companies’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 		$1.01M Buy
20,432
+3,637
+22% +$166K ﹤0.01% 1886
2026
Q1 		$662K Buy
16,795
+7,635
+83% +$314K ﹤0.01% 1906
2025
Q4 		$353K Buy
9,160
+2,477
+37% +$95.2K ﹤0.01% 1652
2025
Q3 		$259K Buy
6,683
+253
+4% +$9.52K ﹤0.01% 1684
2025
Q2 		$229K Buy
6,430
+1,995
+45% +$67K ﹤0.01% 1611
2025
Q1 		$152K Buy
4,435
+4,055
+1,067% +$149K ﹤0.01% 1603
2024
Q4 		$14.3K Buy
+380
New +$14.6K ﹤0.01% 2386

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 24.1% 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 $67.3B AUM 21.9% 1-Year Est. Return

Jones Financial Companies's ISMD Position: Q2 2026 in Review

Jones Financial Companies increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 22% in Q2 2026, buying an estimated $166K and bringing the position to 20,432 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Jones Financial Companies first reported a position in ISMD in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Jones Financial Companies held 20,432 shares of Inspire Small/Mid Cap Impact ETF worth $1.01M as of Q2 2026.
  • Jones Financial Companies bought 3,637 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $166K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1886 holding.
  • Jones Financial Companies first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 7 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.