RMG Wealth Management
ISMD icon

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

RMG 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 		$690K Buy
14,853
+17
+0.1% +$831 0.07% 33
2026
Q2 		$746K Buy
14,836
+700
+5% +$31.9K 0.08% 29
2026
Q1 		$642K Buy
+14,136
New +$581K 0.07% 32
2025
Q4 		– Sell
-13,412
Closed -$520K – 450
2025
Q3 		$520K Buy
13,412
+81
+0.6% +$3.05K 0.07% 28
2025
Q2 		$484K Buy
+13,331
New +$448K 0.07% 23

Other funds holding ISMD

Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return

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

RMG Wealth Management increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.11% in Q3 2026, buying an estimated $831 and bringing the position to 14,853 shares worth $690K. The position accounts for 0.07% of the portfolio, ranked #33.

RMG Wealth Management first reported a position in ISMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $746K in Q2 2026. 74 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • RMG Wealth Management held 14,853 shares of Inspire Small/Mid Cap Impact ETF worth $690K as of Q3 2026.
  • RMG Wealth Management bought 17 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $831.
  • Inspire Small/Mid Cap Impact ETF made up 0.07% of RMG Wealth Management's portfolio in Q3 2026, its #33 holding.
  • RMG Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Inspire Small/Mid Cap Impact ETF position peaked at $746K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.