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Sanctuary Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sanctuary Advisors’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 		$460K Sell
11,506
-11,506
-50% -$473K ﹤0.01% 1838
2025
Q4 		$888K Sell
23,012
-3,682
-14% -$142K ﹤0.01% 1386
2025
Q3 		$1.04M Sell
26,694
-16,609
-38% -$625K 0.01% 1263
2025
Q2 		$1.54M Buy
+43,303
New +$1.46M 0.01% 969

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

Sanctuary Advisors's ISMD Position: Q1 2026 in Review

Sanctuary Advisors reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 50% in Q1 2026, selling an estimated $473K and leaving 11,506 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Sanctuary Advisors first reported a position in ISMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2025. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Sanctuary Advisors held 11,506 shares of Inspire Small/Mid Cap Impact ETF worth $460K as of Q1 2026.
  • Sanctuary Advisors sold 11,506 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $473K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1838 holding.
  • Sanctuary Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and has held it in 4 quarters since.
  • Sanctuary Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $1.54M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.