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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
Q2 		$2.05M Buy
40,936
+35,044
+595% +$1.6M 0.07% 275
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 $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Simplicity Wealth's ISMD Position: Q2 2026 in Review

Simplicity Wealth increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 595% in Q2 2026, buying an estimated $1.6M and bringing the position to 40,936 shares worth $2.05M. The position accounts for 0.07% of the portfolio, ranked #275.

Simplicity Wealth first reported a position in ISMD in Q3 2024 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Simplicity Wealth held 40,936 shares of Inspire Small/Mid Cap Impact ETF worth $2.05M as of Q2 2026.
  • Simplicity Wealth bought 35,044 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $1.6M.
  • Inspire Small/Mid Cap Impact ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #275 holding.
  • Simplicity Wealth first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2024 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.