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ISMD icon

LVZ Inc’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

LVZ Inc’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 		$1.43M Sell
28,646
-165
-0.6% -$7.51K 0.15% 49
2026
Q1 		$1.15M Sell
28,811
-1,255
-4% -$51.6K 0.13% 53
2025
Q4 		$1.16M Buy
30,066
+43
+0.1% +$1.65K 0.13% 53
2025
Q3 		$1.17M Sell
30,023
-32,795
-52% -$1.23M 0.13% 49
2025
Q2 		$2.23M Sell
62,818
-1,546
-2% -$52K 0.27% 31
2025
Q1 		$2.2M Sell
64,364
-14,576
-18% -$536K 0.29% 27
2024
Q4 		$2.96M Buy
78,940
+366
+0.5% +$14.1K 0.38% 20
2024
Q3 		$2.98M Sell
78,574
-1,907
-2% -$69.8K 0.38% 20
2024
Q2 		$2.79M Sell
80,481
-2,790
-3% -$96.9K 0.38% 19
2024
Q1 		$3M Sell
83,271
-26,552
-24% -$909K 0.41% 17
2023
Q4 		$3.81M Buy
109,823
+1,511
+1% +$46.8K 0.54% 14
2023
Q3 		$3.29M Sell
108,312
-430
-0.4% -$13.9K 0.53% 14
2023
Q2 		$3.49M Buy
108,742
+1,181
+1% +$36.1K 0.49% 16
2023
Q1 		$3.34M Sell
107,561
-9,346
-8% -$298K 0.49% 16
2022
Q4 		$3.52M Buy
116,907
+739
+0.6% +$22.1K 0.55% 12
2022
Q3 		$3.18M Buy
116,168
+1,116
+1% +$33.9K 0.55% 12
2022
Q2 		$3.29M Buy
115,052
+887
+0.8% +$27.3K 0.55% 13
2022
Q1 		$3.79M Sell
114,165
-5,276
-4% -$175K 0.53% 17
2021
Q4 		$4.21M Buy
119,441
+15,155
+15% +$556K 0.56% 17
2021
Q3 		$3.69M Buy
104,286
+7,570
+8% +$270K 0.53% 18
2021
Q2 		$3.55M Sell
96,716
-1,754
-2% -$64.3K 0.52% 20
2021
Q1 		$3.5M Sell
98,470
-12,290
-11% -$418K 0.54% 17
2020
Q4 		$3.31M Buy
110,760
+27,897
+34% +$746K 0.55% 14
2020
Q3 		$1.88M Buy
82,863
+1,283
+2% +$30.1K 0.39% 24
2020
Q2 		$1.84M Buy
81,580
+2,776
+4% +$59.2K 0.41% 22
2020
Q1 		$1.52M Buy
78,804
+12,551
+19% +$314K 0.37% 21
2019
Q4 		$1.87M Buy
66,253
+3,882
+6% +$105K 0.37% 22
2019
Q3 		$1.64M Buy
62,371
+32,069
+106% +$837K 0.36% 18
2019
Q2 		$809K Buy
30,302
+1,837
+6% +$48.7K 0.18% 42
2019
Q1 		$748K Sell
28,465
-6,885
-19% -$178K 0.17% 40
2018
Q4 		$807K Buy
+35,350
New +$923K 0.23% 33

Other funds holding ISMD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LVZ Inc's ISMD Position: Q2 2026 in Review

LVZ Inc reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.57% in Q2 2026, selling an estimated $7.51K and leaving 28,646 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #49.

LVZ Inc first reported a position in ISMD in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.21M in Q4 2021. 19 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • LVZ Inc held 28,646 shares of Inspire Small/Mid Cap Impact ETF worth $1.43M as of Q2 2026.
  • LVZ Inc sold 165 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $7.51K.
  • Inspire Small/Mid Cap Impact ETF made up 0.15% of LVZ Inc's portfolio in Q2 2026, its #49 holding.
  • LVZ Inc first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2018 and has held it in 31 quarters since.
  • LVZ Inc's Inspire Small/Mid Cap Impact ETF position peaked at $4.21M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.