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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
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

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 $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 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 $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Revisor Wealth Management's ISMD Position: Q1 2026 in Review

Revisor Wealth Management reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 4.6% in Q1 2026, selling an estimated $29K and leaving 14,716 shares worth $590K. The position accounts for 0.16% of the portfolio, ranked #149.

Revisor Wealth Management first reported a position in ISMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $861K in Q1 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Revisor Wealth Management held 14,716 shares of Inspire Small/Mid Cap Impact ETF worth $590K as of Q1 2026.
  • Revisor Wealth Management sold 705 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $29K.
  • Inspire Small/Mid Cap Impact ETF made up 0.16% of Revisor Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Revisor Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2023 and has held it in 11 quarters since.
  • Revisor Wealth Management's Inspire Small/Mid Cap Impact ETF position peaked at $861K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.