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Koss-Olinger Consulting’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Koss-Olinger Consulting’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 		$759K Hold
18,988
– – 0.06% 120
2025
Q4 		$733K Sell
18,988
-3,135
-14% -$120K 0.06% 118
2025
Q3 		$786K Hold
22,123
– – 0.06% 143
2025
Q2 		$786K Sell
22,123
-2,563
-10% -$86.1K 0.06% 144
2025
Q1 		$842K Hold
24,686
– – 0.07% 132
2024
Q4 		$926K Sell
24,686
-1,569
-6% -$60.5K 0.08% 99
2024
Q3 		$995K Sell
26,255
-5,121
-16% -$188K 0.09% 107
2024
Q2 		$1.09M Buy
+31,376
New +$1.09M 0.1% 97
2024
Q1 		– Sell
-31,376
Closed -$1.09M – 172
2023
Q4 		$1.09M Hold
31,376
– – 0.11% 94
2023
Q3 		$954K Sell
31,376
-772
-2% -$25K 0.14% 90
2023
Q2 		$1.03M Buy
32,148
+518
+2% +$15.8K 0.12% 92
2023
Q1 		$982K Hold
31,630
– – 0.12% 92
2022
Q4 		$952K Buy
31,630
+9,529
+43% +$285K 0.14% 88
2022
Q3 		$605K Buy
+22,101
New +$671K 0.1% 86

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

Koss-Olinger Consulting's ISMD Position: Q1 2026 in Review

Koss-Olinger Consulting held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 18,988 shares worth $759K. The position accounts for 0.06% of the portfolio, ranked #120.

Koss-Olinger Consulting first reported a position in ISMD in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2023. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Koss-Olinger Consulting held 18,988 shares of Inspire Small/Mid Cap Impact ETF worth $759K as of Q1 2026.
  • Koss-Olinger Consulting left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.06% of Koss-Olinger Consulting's portfolio in Q1 2026, its #120 holding.
  • Koss-Olinger Consulting first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2022 and has held it in 14 quarters since.
  • Koss-Olinger Consulting's Inspire Small/Mid Cap Impact ETF position peaked at $1.09M in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.