Raymond James Financial
ISMD icon

Raymond James Financial’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Raymond James Financial’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
Q1 		$456K Buy
11,397
+2,825
+33% +$116K ﹤0.01% 4409
2025
Q4 		$331K Buy
8,572
+335
+4% +$12.9K ﹤0.01% 4509
2025
Q3 		$320K Buy
8,237
+1,745
+27% +$65.7K ﹤0.01% 4373
2025
Q2 		$231K Sell
6,492
-5
-0.1% -$168 ﹤0.01% 4442
2025
Q1 		$222K Sell
6,497
-621
-9% -$22.8K ﹤0.01% 4370
2024
Q4 		$267K Buy
+7,118
New +$274K ﹤0.01% 4253

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Raymond James Financial's ISMD Position: Q1 2026 in Review

Raymond James Financial increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 33% in Q1 2026, buying an estimated $116K and bringing the position to 11,397 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #4409.

Raymond James Financial first reported a position in ISMD in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Raymond James Financial held 11,397 shares of Inspire Small/Mid Cap Impact ETF worth $456K as of Q1 2026.
  • Raymond James Financial bought 2,825 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $116K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4409 holding.
  • Raymond James Financial first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.