SFSG
Sound Financial Strategies Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
44,884
-2,273
| -5% | -$80.8K | 1.35% | 11 |
|
|
2025
Q1 | $1.61M | Buy |
47,157
+6,890
| +17% | +$235K | 1.44% | 11 |
|
|
2024
Q4 | $1.51M | Sell |
40,267
-1,271
| -3% | -$47.7K | 1.26% | 10 |
|
|
2024
Q3 | $1.57M | Buy |
41,538
+3,066
| +8% | +$116K | 1.26% | 10 |
|
|
2024
Q2 | $1.33M | Buy |
+38,472
| New | +$1.33M | 1.16% | 9 |
|