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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy	6,430 +1,995	+45%	+$71K	﹤0.01%	1611
2025 Q1	$152K	Buy	4,435 +4,055	+1,067%	+$139K	﹤0.01%	1603
2024 Q4	$14.3K	Buy	+380	New	+$14.3K	﹤0.01%	2386