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O'Shaughnessy Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

O'Shaughnessy Asset 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 		$47.2K Buy
+945
New +$43K ﹤0.01% 2273

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

O'Shaughnessy Asset Management's ISMD Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 945 shares worth $47.2K. The stake represents ﹤0.01% of the portfolio and ranks #2273 among its holdings.

108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • O'Shaughnessy Asset Management held 945 shares of Inspire Small/Mid Cap Impact ETF worth $47.2K as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2273 holding.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.