Northwestern Mutual Wealth Management
ISMD icon

Northwestern Mutual Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Northwestern Mutual Wealth Management’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 		$279K Buy
6,989
+6,107
+692% +$251K ﹤0.01% 1764
2025
Q4 		$34K Buy
882
+504
+133% +$19.4K ﹤0.01% 2545
2025
Q3 		$14.7K Buy
378
+192
+103% +$7.23K ﹤0.01% 2782
2025
Q2 		$6.61K Buy
+186
New +$6.25K ﹤0.01% 2928

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.57B AUM 20.25% 1-Year Est. Return

Northwestern Mutual Wealth Management's ISMD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 692% in Q1 2026, buying an estimated $251K and bringing the position to 6,989 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Northwestern Mutual Wealth Management first reported a position in ISMD in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Northwestern Mutual Wealth Management held 6,989 shares of Inspire Small/Mid Cap Impact ETF worth $279K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 6,107 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $251K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1764 holding.
  • Northwestern Mutual Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.