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Private Trust Company’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Private Trust Company’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.4K Hold
575
– – ﹤0.01% 1556
2025
Q1 		$19.6K Hold
575
– – ﹤0.01% 1557
2024
Q4 		$21.6K Hold
575
– – ﹤0.01% 1466
2024
Q3 		$21.8K Buy
575
+150
+35% +$5.69K ﹤0.01% 1444
2024
Q2 		$14.7K Buy
+425
New +$14.7K ﹤0.01% 1550