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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
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

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

Legacy Wealth Asset Management's ISMD Position: Q2 2026 in Review

Legacy Wealth Asset Management opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 5,350 shares worth $267K. The stake represents 0.06% of the portfolio and ranks #332 among its holdings. This is a return to the name: Legacy Wealth Asset Management previously reported a position in ISMD as recently as Q1 2025.

Legacy Wealth Asset Management first reported a position in ISMD in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.41M in Q3 2024. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Legacy Wealth Asset Management held 5,350 shares of Inspire Small/Mid Cap Impact ETF worth $267K as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Legacy Wealth Asset Management position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.06% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #332 holding.
  • Legacy Wealth Asset Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2020 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's Inspire Small/Mid Cap Impact ETF position peaked at $5.41M in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.