Littlejohn Financial Services
ISMD icon

Littlejohn Financial Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Littlejohn Financial Services’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 		$270K Sell
5,819
-174
-3% -$8.51K 0.2% 57
2026
Q2 		$300K Buy
+5,993
New +$273K 0.22% 57

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Silver Oak Securities
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Simplicity Wealth
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AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
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Littlejohn Financial Services's ISMD Position: Q3 2026 in Review

Littlejohn Financial Services reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 2.9% in Q3 2026, selling an estimated $8.51K and leaving 5,819 shares worth $270K. The position accounts for 0.2% of the portfolio, ranked #57.

Littlejohn Financial Services first reported a position in ISMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $300K in Q2 2026. 58 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Littlejohn Financial Services held 5,819 shares of Inspire Small/Mid Cap Impact ETF worth $270K as of Q3 2026.
  • Littlejohn Financial Services sold 174 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $8.51K.
  • Inspire Small/Mid Cap Impact ETF made up 0.2% of Littlejohn Financial Services's portfolio in Q3 2026, its #57 holding.
  • Littlejohn Financial Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2026 and has held it in 2 quarters since.
  • Littlejohn Financial Services's Inspire Small/Mid Cap Impact ETF position peaked at $300K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.