RWM
Revisor Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
15,992
+725
| +5% | +$27K | 0.21% | 106 |
|
|
2025
Q1 | $523K | Buy |
15,267
+6,908
| +83% | +$237K | 0.23% | 94 |
|
|
2024
Q4 | $314K | Sell |
8,359
-4,773
| -36% | -$179K | 0.29% | 66 |
|
|
2024
Q3 | $498K | Sell |
13,132
-1,952
| -13% | -$74K | 0.31% | 66 |
|
|
2024
Q2 | $522K | Sell |
15,084
-9,245
| -38% | -$320K | 0.36% | 51 |
|
|
2024
Q1 | $861K | Buy |
24,329
+11,214
| +86% | +$397K | 0.39% | 51 |
|
|
2023
Q4 | $455K | Sell |
13,115
-2,010
| -13% | -$69.7K | 0.52% | 41 |
|
|
2023
Q3 | $460K | Buy |
+15,125
| New | +$460K | 0.39% | 58 |
|