Principal Securities’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Sell |
1,029
-658
| -39% | -$23.4K | ﹤0.01% | 2026 |
|
|
2025
Q1 | $63.3K | Hold |
1,687
| – | – | ﹤0.01% | 1653 |
|
|
2024
Q4 | $63.3K | Hold |
1,687
| – | – | ﹤0.01% | 1653 |
|
|
2024
Q3 | $63.9K | Sell |
1,687
-51
| -3% | -$1.93K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $60.2K | Buy |
1,738
+1,574
| +960% | +$54.5K | ﹤0.01% | 1536 |
|
|
2024
Q1 | $5.91K | Hold |
164
| – | – | ﹤0.01% | 2545 |
|
|
2023
Q4 | $5.69K | Buy |
+164
| New | +$5.69K | ﹤0.01% | 2480 |
|