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
Q2 		$462K Buy
9,244
+2,255
+32% +$103K ﹤0.01% 1676
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 $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's ISMD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 32% in Q2 2026, buying an estimated $103K and bringing the position to 9,244 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Northwestern Mutual Wealth Management first reported a position in ISMD in Q2 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 9,244 shares of Inspire Small/Mid Cap Impact ETF worth $462K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2,255 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $103K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1676 holding.
  • Northwestern Mutual Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.