Simplicity Wealth’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,510
Closed -$222K 629
2025
Q1
$222K Buy
+6,510
New +$222K 0.02% 501
2024
Q4
Sell
-6,542
Closed -$248K 438
2024
Q3
$248K Buy
+6,542
New +$248K 0.02% 425