LPL Financial
ISMD icon

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

LPL Financial’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
Q1 		$8.57M Buy
214,359
+7,804
+4% +$321K ﹤0.01% 2125
2025
Q4 		$7.97M Buy
206,555
+6,090
+3% +$234K ﹤0.01% 2124
2025
Q3 		$7.79M Buy
200,465
+10,007
+5% +$377K ﹤0.01% 2102
2025
Q2 		$6.77M Buy
190,458
+15,864
+9% +$533K ﹤0.01% 2060
2025
Q1 		$5.96M Buy
174,594
+9,160
+6% +$337K ﹤0.01% 2004
2024
Q4 		$6.21M Buy
165,434
+7,098
+4% +$274K ﹤0.01% 1895
2024
Q3 		$6M Buy
158,336
+22,594
+17% +$827K ﹤0.01% 1834
2024
Q2 		$4.7M Buy
135,742
+55,962
+70% +$1.94M ﹤0.01% 1912
2024
Q1 		$2.87M Buy
79,780
+28,800
+56% +$986K ﹤0.01% 2222
2023
Q4 		$1.77M Sell
50,980
-642
-1% -$19.9K ﹤0.01% 2519
2023
Q3 		$1.57M Sell
51,622
-3,403
-6% -$110K ﹤0.01% 2517
2023
Q2 		$1.77M Buy
55,025
+3,139
+6% +$96K ﹤0.01% 2351
2023
Q1 		$1.61M Buy
51,886
+2,535
+5% +$80.9K ﹤0.01% 2326
2022
Q4 		$1.49M Buy
49,351
+10,174
+26% +$305K ﹤0.01% 2315
2022
Q3 		$1.07M Buy
39,177
+3,375
+9% +$103K ﹤0.01% 2486
2022
Q2 		$1.02M Sell
35,802
-1,227
-3% -$37.8K ﹤0.01% 2564
2022
Q1 		$1.23M Buy
37,029
+784
+2% +$26.1K ﹤0.01% 2445
2021
Q4 		$1.28M Buy
36,245
+5,882
+19% +$216K ﹤0.01% 2443
2021
Q3 		$1.08M Sell
30,363
-4,103
-12% -$147K ﹤0.01% 2553
2021
Q2 		$1.27M Sell
34,466
-1,229
-3% -$45K ﹤0.01% 2362
2021
Q1 		$1.27M Sell
35,695
-7,008
-16% -$238K ﹤0.01% 2193
2020
Q4 		$1.28M Buy
42,703
+280
+0.7% +$7.49K ﹤0.01% 1996
2020
Q3 		$964K Sell
42,423
-915
-2% -$21.5K ﹤0.01% 1976
2020
Q2 		$979K Buy
43,338
+3,633
+9% +$77.4K ﹤0.01% 1837
2020
Q1 		$765K Sell
39,705
-2,917
-7% -$73K ﹤0.01% 1804
2019
Q4 		$1.2M Buy
42,622
+118
+0.3% +$3.2K ﹤0.01% 1700
2019
Q3 		$1.12M Buy
42,504
+7,884
+23% +$206K ﹤0.01% 1644
2019
Q2 		$924K Buy
34,620
+7,041
+26% +$186K ﹤0.01% 1781
2019
Q1 		$725K Buy
27,579
+8,892
+48% +$230K ﹤0.01% 1896
2018
Q4 		$427K Buy
18,687
+2,647
+17% +$69.1K ﹤0.01% 2170
2018
Q3 		$472K Buy
16,040
+5,973
+59% +$176K ﹤0.01% 2278
2018
Q2 		$286K Buy
+10,067
New +$279K ﹤0.01% 2689

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

LPL Financial's ISMD Position: Q1 2026 in Review

LPL Financial increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 3.8% in Q1 2026, buying an estimated $321K and bringing the position to 214,359 shares worth $8.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

LPL Financial first reported a position in ISMD in Q2 2018 and has held it in 32 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • LPL Financial held 214,359 shares of Inspire Small/Mid Cap Impact ETF worth $8.57M as of Q1 2026.
  • LPL Financial bought 7,804 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $321K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2125 holding.
  • LPL Financial first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2018 and has held it in 32 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.