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Keel Point’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Keel Point’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 		$573K Hold
14,331
– – 0.04% 253
2025
Q4 		$553K Hold
14,331
– – 0.03% 274
2025
Q3 		$557K Hold
14,331
– – 0.03% 275
2025
Q2 		$509K Hold
14,331
– – 0.03% 291
2025
Q1 		$489K Hold
14,331
– – 0.04% 257
2024
Q4 		$538K Sell
14,331
-485
-3% -$18.7K 0.04% 222
2024
Q3 		$562K Hold
14,816
– – 0.05% 217
2024
Q2 		$530K Sell
14,816
-13,108
-47% -$455K 0.05% 218
2024
Q1 		$1.01M Hold
27,924
– – 0.1% 131
2023
Q4 		$969K Hold
27,924
– – 0.12% 117
2023
Q3 		$849K Hold
27,924
– – 0.12% 116
2023
Q2 		$897K Sell
27,924
-4,156
-13% -$127K 0.12% 113
2023
Q1 		$996K Sell
32,080
-682
-2% -$21.8K 0.14% 113
2022
Q4 		$986K Sell
32,762
-16,266
-33% -$487K 0.15% 105
2022
Q3 		$1.34M Hold
49,028
– – 0.23% 78
2022
Q2 		$1.58M Sell
49,028
-3,606
-7% -$111K 0.25% 74
2022
Q1 		$1.75M Sell
52,634
-14,489
-22% -$481K 0.26% 71
2021
Q4 		$2.37M Buy
67,123
+28
+0% +$1.03K 0.27% 66
2021
Q3 		$2.38M Sell
67,095
-13,892
-17% -$496K 0.31% 67
2021
Q2 		$2.98M Sell
80,987
-5,646
-7% -$207K 0.33% 67
2021
Q1 		$3.08M Buy
86,633
+200
+0.2% +$6.81K 0.3% 52
2020
Q4 		$2.58M Buy
86,433
+10,039
+13% +$268K 0.23% 80
2020
Q3 		$1.74M Buy
76,394
+5,472
+8% +$128K 0.16% 87
2020
Q2 		$1.6M Buy
70,922
+13,877
+24% +$296K 0.17% 71
2020
Q1 		$1.1M Buy
57,045
+29,255
+105% +$733K 0.14% 79
2019
Q4 		$784K Buy
27,790
+229
+0.8% +$6.22K 0.09% 97
2019
Q3 		$726K Sell
27,561
-1,674
-6% -$43.7K 0.09% 99
2019
Q2 		$780K Sell
29,235
-2,917
-9% -$77.3K 0.09% 98
2019
Q1 		$845K Buy
32,152
+5,680
+21% +$147K 0.1% 89
2018
Q4 		$605K Buy
26,472
+3,088
+13% +$80.6K 0.08% 100
2018
Q3 		$688K Hold
23,384
– – 0.09% 79
2018
Q2 		$664K Hold
23,384
– – 0.09% 72
2018
Q1 		$613K Buy
23,384
+8,819
+61% +$236K 0.08% 78
2017
Q4 		$385K Buy
+14,565
New +$383K 0.05% 116

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

Keel Point's ISMD Position: Q1 2026 in Review

Keel Point held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 14,331 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #253.

Keel Point first reported a position in ISMD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.08M in Q1 2021. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Keel Point held 14,331 shares of Inspire Small/Mid Cap Impact ETF worth $573K as of Q1 2026.
  • Keel Point left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.04% of Keel Point's portfolio in Q1 2026, its #253 holding.
  • Keel Point first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2017 and has held it in 34 quarters since.
  • Keel Point's Inspire Small/Mid Cap Impact ETF position peaked at $3.08M in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.