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Legacy Wealth Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$390K Buy
8,424
+3,074
+57% +$150K 0.09% 292
2026
Q2 		$267K Buy
+5,350
New +$244K 0.06% 332
2025
Q2 		– Sell
-149,323
Closed -$5.09M – 356
2025
Q1 		$5.09M Buy
149,323
+6,799
+5% +$250K 1.41% 5
2024
Q4 		$5.35M Sell
142,524
-327
-0.2% -$12.6K 1.46% 5
2024
Q3 		$5.41M Buy
142,851
+1,165
+0.8% +$42.7K 1.45% 7
2024
Q2 		$4.91M Buy
141,686
+5,214
+4% +$181K 1.38% 8
2024
Q1 		$4.91M Buy
136,472
+8,455
+7% +$289K 1.37% 7
2023
Q4 		$4.44M Buy
128,017
+6,392
+5% +$198K 1.46% 4
2023
Q3 		$3.7M Buy
121,625
+2,404
+2% +$77.7K 1.36% 4
2023
Q2 		$3.83M Sell
119,221
-1,299
-1% -$39.7K 1.34% 5
2023
Q1 		$3.74M Buy
120,520
+106
+0.1% +$3.38K 1.35% 4
2022
Q4 		$3.63M Buy
120,414
+2,979
+3% +$89.2K 1.38% 3
2022
Q3 		$3.21M Buy
117,435
+2,043
+2% +$62.1K 1.41% 4
2022
Q2 		$3.3M Buy
115,392
+6,971
+6% +$215K 1.34% 6
2022
Q1 		$3.6M Buy
108,421
+7,054
+7% +$234K 1.28% 7
2021
Q4 		$3.57M Buy
101,367
+10,847
+12% +$398K 1.21% 8
2021
Q3 		$3.21M Buy
90,520
+4,958
+6% +$177K 1.47% 5
2021
Q2 		$3.14M Buy
85,562
+1,578
+2% +$57.8K 1.4% 6
2021
Q1 		$2.99M Buy
83,984
+593
+0.7% +$20.2K 1.38% 5
2020
Q4 		$2.49M Buy
+83,391
New +$2.23M 1.26% 7

Other funds holding ISMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's ISMD Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 57% in Q3 2026, buying an estimated $150K and bringing the position to 8,424 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #292.

Legacy Wealth Asset Management first reported a position in ISMD in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.41M in Q3 2024. 6 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Legacy Wealth Asset Management held 8,424 shares of Inspire Small/Mid Cap Impact ETF worth $390K as of Q3 2026.
  • Legacy Wealth Asset Management bought 3,074 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $150K.
  • Inspire Small/Mid Cap Impact ETF made up 0.09% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #292 holding.
  • Legacy Wealth Asset Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2020 and has held it in 20 quarters since.
  • Legacy Wealth Asset Management's Inspire Small/Mid Cap Impact ETF position peaked at $5.41M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.