Root Financial Partners
ISMD icon

Root Financial Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Root Financial Partners’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 		$75.4K Buy
+1,626
New +$79.5K ﹤0.01% 886
2026
Q2 		– Sell
-1,643
Closed -$65.7K – 1794
2026
Q1 		$65.7K Buy
+1,643
New +$67.5K ﹤0.01% 742

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

Root Financial Partners's ISMD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2026: 1,626 shares worth $75.4K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ISMD as recently as Q1 2026.

Root Financial Partners first reported a position in ISMD in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Root Financial Partners held 1,626 shares of Inspire Small/Mid Cap Impact ETF worth $75.4K as of Q3 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Root Financial Partners position in Q3 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #886 holding.
  • Root Financial Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.