OneAscent Financial Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
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|
2025
Q1 | $9.16M | Buy |
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|
2024
Q4 | $9.71M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $8.4M | Buy |
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|
2024
Q1 | $5.83M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $887K | Buy |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $910K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $817K | Buy |
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