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

Simplicity Wealth’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 		$235K Buy
5,892
+645
+12% +$26.5K 0.01% 676
2025
Q4 		$202K Buy
+5,247
New +$202K 0.01% 676
2025
Q2 		– Sell
-6,510
Closed -$222K – 629
2025
Q1 		$222K Buy
+6,510
New +$239K 0.02% 501
2024
Q4 		– Sell
-6,542
Closed -$248K – 438
2024
Q3 		$248K Buy
+6,542
New +$240K 0.02% 425

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

Simplicity Wealth's ISMD Position: Q1 2026 in Review

Simplicity Wealth increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 12% in Q1 2026, buying an estimated $26.5K and bringing the position to 5,892 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #676.

Simplicity Wealth first reported a position in ISMD in Q3 2024 and has held it in 4 quarters since. The position peaked at $248K in Q3 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Simplicity Wealth held 5,892 shares of Inspire Small/Mid Cap Impact ETF worth $235K as of Q1 2026.
  • Simplicity Wealth bought 645 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $26.5K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #676 holding.
  • Simplicity Wealth first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Inspire Small/Mid Cap Impact ETF position peaked at $248K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.