Raymond James Financial
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
6,492
-5
-0.1% -$178 ﹤0.01% 4410
2025
Q1 		$222K Sell
6,497
-621
-9% -$21.2K ﹤0.01% 4332
2024
Q4 		$267K Buy
+7,118
New +$267K ﹤0.01% 4227