Legacy Wealth Asset Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $5.09M | Buy |
|
|||||
|
2024
Q4 | $5.35M | Sell |
|
|||||
|
2024
Q3 | $5.41M | Buy |
|
|||||
|
2024
Q2 | $4.91M | Buy |
|
|||||
|
2024
Q1 | $4.91M | Buy |
|
|||||
|
2023
Q4 | $4.44M | Buy |
|
|||||
|
2023
Q3 | $3.7M | Buy |
|
|||||
|
2023
Q2 | $3.83M | Sell |
|
|||||
|
2023
Q1 | $3.74M | Buy |
|
|||||
|
2022
Q4 | $3.63M | Buy |
|
|||||
|
2022
Q3 | $3.21M | Buy |
|
|||||
|
2022
Q2 | $3.3M | Buy |
|
|||||
|
2022
Q1 | $3.6M | Buy |
|
|||||
|
2021
Q4 | $3.57M | Buy |
|
|||||
|
2021
Q3 | $3.21M | Buy |
|
|||||
|
2021
Q2 | $3.14M | Buy |
|
|||||
|
2021
Q1 | $2.99M | Buy |
|
|||||
|
2020
Q4 | $2.49M | Buy |
|