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Larry Mathis Financial Planning’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Larry Mathis Financial Planning’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
Q2 		$251K Hold
5,011
– – 0.19% 122
2026
Q1 		$200K Buy
+5,011
New +$206K 0.18% 152

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Larry Mathis Financial Planning's ISMD Position: Q2 2026 in Review

Larry Mathis Financial Planning held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q2 2026 at 5,011 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #122.

Larry Mathis Financial Planning first reported a position in ISMD in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Larry Mathis Financial Planning held 5,011 shares of Inspire Small/Mid Cap Impact ETF worth $251K as of Q2 2026.
  • Larry Mathis Financial Planning left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.19% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #122 holding.
  • Larry Mathis Financial Planning first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.