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
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 $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Jones Financial Companies's ISMD Position: Q1 2026 in Review

Jones Financial Companies increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 83% in Q1 2026, buying an estimated $314K and bringing the position to 16,795 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Jones Financial Companies first reported a position in ISMD in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Jones Financial Companies held 16,795 shares of Inspire Small/Mid Cap Impact ETF worth $662K as of Q1 2026.
  • Jones Financial Companies bought 7,635 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $314K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1906 holding.
  • Jones Financial Companies first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.