LifeWealth Investments’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

LifeWealth Investments’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	$221K	Buy	+4,412	New	+$201K	0.06%	129

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

LifeWealth Investments's ISMD Position: Q2 2026 in Review

LifeWealth Investments opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 4,412 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

LifeWealth Investments held 4,412 shares of Inspire Small/Mid Cap Impact ETF worth $221K as of Q2 2026.
Inspire Small/Mid Cap Impact ETF was a new LifeWealth Investments position in Q2 2026.
Inspire Small/Mid Cap Impact ETF made up 0.06% of LifeWealth Investments's portfolio in Q2 2026, its #129 holding.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.