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Silver Oak Securities’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Silver Oak Securities’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 		$2.65M Buy
66,190
+55,689
+530% +$2.29M 0.19% 115
2025
Q4 		$410K Buy
10,501
+74
+0.7% +$2.84K 0.03% 521
2025
Q3 		$405K Sell
10,427
-112
-1% -$4.21K 0.03% 484
2025
Q2 		$374K Buy
10,539
+55
+0.5% +$1.85K 0.03% 483
2025
Q1 		$358K Sell
10,484
-135
-1% -$4.96K 0.03% 456
2024
Q4 		$398K Buy
10,619
+856
+9% +$33K 0.04% 435
2024
Q3 		$370K Sell
9,763
-607
-6% -$22.2K 0.04% 383
2024
Q2 		$359K Buy
10,370
+50
+0.5% +$1.74K 0.05% 264
2024
Q1 		$372K Buy
10,320
+404
+4% +$13.8K 0.06% 264
2023
Q4 		$344K Buy
9,916
+322
+3% +$9.98K 0.05% 350
2023
Q3 		$292K Sell
9,594
-1,464
-13% -$47.3K 0.06% 235
2023
Q2 		$355K Buy
11,058
+287
+3% +$8.78K 0.06% 297
2023
Q1 		$334K Sell
10,771
-675
-6% -$21.5K 0.05% 258
2022
Q4 		$345K Buy
11,446
+1,852
+19% +$55.5K 0.06% 212
2022
Q3 		$292K Sell
9,594
-1,809
-16% -$54.9K 0.06% 235
2022
Q2 		$347K Sell
11,403
-479
-4% -$14.8K 0.08% 180
2022
Q1 		$383K Buy
+11,882
New +$395K 0.08% 198

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

Silver Oak Securities's ISMD Position: Q1 2026 in Review

Silver Oak Securities increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 530% in Q1 2026, buying an estimated $2.29M and bringing the position to 66,190 shares worth $2.65M. The position accounts for 0.19% of the portfolio, ranked #115.

Silver Oak Securities first reported a position in ISMD in Q1 2022 and has held it in 17 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Silver Oak Securities held 66,190 shares of Inspire Small/Mid Cap Impact ETF worth $2.65M as of Q1 2026.
  • Silver Oak Securities bought 55,689 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $2.29M.
  • Inspire Small/Mid Cap Impact ETF made up 0.19% of Silver Oak Securities's portfolio in Q1 2026, its #115 holding.
  • Silver Oak Securities first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2022 and has held it in 17 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.