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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
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

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CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's ISMD Position: Q2 2026 in Review

Root Financial Partners sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026, closing a stake of 1,643 shares — an estimated $65.7K sold.

Root Financial Partners first reported a position in ISMD in Q1 2026 and held it in 1 quarter. The position peaked at $65.7K in Q1 2026. 38 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Root Financial Partners reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,643 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $65.7K.
  • Root Financial Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Inspire Small/Mid Cap Impact ETF position peaked at $65.7K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.