Revisor Wealth Management
ISMD icon

Revisor Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Revisor Wealth 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
Q3 		– Sell
-11,489
Closed -$577K – 380
2026
Q2 		$577K Sell
11,489
-3,227
-22% -$147K 0.14% 167
2026
Q1 		$590K Sell
14,716
-705
-5% -$29K 0.16% 149
2025
Q4 		$654K Buy
15,421
+940
+6% +$36.1K 0.18% 138
2025
Q3 		$557K Sell
14,481
-1,511
-9% -$56.9K 0.19% 114
2025
Q2 		$596K Buy
15,992
+725
+5% +$24.4K 0.21% 106
2025
Q1 		$523K Buy
15,267
+6,908
+83% +$254K 0.23% 94
2024
Q4 		$314K Sell
8,359
-4,773
-36% -$184K 0.29% 66
2024
Q3 		$498K Sell
13,132
-1,952
-13% -$71.5K 0.31% 66
2024
Q2 		$522K Sell
15,084
-9,245
-38% -$321K 0.36% 51
2024
Q1 		$861K Buy
24,329
+11,214
+86% +$384K 0.39% 51
2023
Q4 		$455K Sell
13,115
-2,010
-13% -$62.3K 0.52% 41
2023
Q3 		$460K Buy
+15,125
New +$489K 0.39% 58

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Simplicity Wealth
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AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Revisor Wealth Management's ISMD Position: Q3 2026 in Review

Revisor Wealth Management sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2026, closing a stake of 11,489 shares — an estimated $577K sold.

Revisor Wealth Management first reported a position in ISMD in Q3 2023 and held it in 12 quarters. The position peaked at $861K in Q1 2024. 24 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Revisor Wealth Management reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2026 after selling out during the quarter.
  • Revisor Wealth Management sold 11,489 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $577K.
  • Revisor Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2023 and held it in 12 quarters.
  • Revisor Wealth Management's Inspire Small/Mid Cap Impact ETF position peaked at $861K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.