SAM
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S.A. Mason’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

S.A. Mason’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
2025
Q3 		– Sell
-695
Closed -$24.7K – 305
2025
Q2 		$24.7K Buy
695
+50
+8% +$1.68K 0.01% 327
2025
Q1 		$22K Buy
+645
New +$23.7K 0.01% 323

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

S.A. Mason's ISMD Position: Q3 2025 in Review

S.A. Mason sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2025, closing a stake of 695 shares — an estimated $24.7K sold.

S.A. Mason first reported a position in ISMD in Q1 2025 and held it in 2 quarters. The position peaked at $24.7K in Q2 2025. 75 funds tracked by Wall St. Rank hold ISMD as of Q3 2025.

  • S.A. Mason reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 695 Inspire Small/Mid Cap Impact ETF shares in Q3 2025, an estimated $24.7K.
  • S.A. Mason first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2025 and held it in 2 quarters.
  • S.A. Mason's Inspire Small/Mid Cap Impact ETF position peaked at $24.7K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.