Kestra Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $922K | Buy |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $988K | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $242K | Buy |
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