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

Merit Financial Group’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	$219K	Buy	+4,371	New	+$199K	﹤0.01%	2052
2024 Q1	–	Sell	-7,089	Closed	-$246K	–	897
2023 Q4	$246K	Sell	7,089 -13,186	-65%	-$409K	0.01%	673
2023 Q3	$616K	Buy	20,275 +2,948	+17%	+$95.3K	0.02%	412
2023 Q2	$557K	Buy	17,327 +6,414	+59%	+$196K	0.02%	446
2023 Q1	$339K	Buy	+10,913	New	+$348K	0.01%	482

Other funds holding ISMD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

Merit Financial Group's ISMD Position: Q2 2026 in Review

Merit Financial Group opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 4,371 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in ISMD as recently as Q4 2023.

Merit Financial Group first reported a position in ISMD in Q1 2023 and has held it in 5 quarters since. The position peaked at $616K in Q3 2023. 19 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

Merit Financial Group held 4,371 shares of Inspire Small/Mid Cap Impact ETF worth $219K as of Q2 2026.
Inspire Small/Mid Cap Impact ETF was a new Merit Financial Group position in Q2 2026.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2052 holding.
Merit Financial Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2023 and has held it in 5 quarters since.
Merit Financial Group's Inspire Small/Mid Cap Impact ETF position peaked at $616K in Q3 2023.
19 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.