Sound Financial Strategies Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sound Financial Strategies Group’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	$3.92M	Buy	78,430 +779	+1%	+$35.5K	2.49%	11
2026 Q1	$3.1M	Buy	77,651 +31,727	+69%	+$1.3M	2.12%	14
2025 Q4	$1.77M	Buy	45,924 +1,406	+3%	+$54K	1.25%	19
2025 Q3	$1.73M	Sell	44,518 -366	-0.8%	-$13.8K	1.26%	15
2025 Q2	$1.59M	Sell	44,884 -2,273	-5%	-$76.4K	1.35%	11
2025 Q1	$1.61M	Buy	47,157 +6,890	+17%	+$253K	1.44%	11
2024 Q4	$1.51M	Sell	40,267 -1,271	-3%	-$49K	1.26%	10
2024 Q3	$1.57M	Buy	41,538 +3,066	+8%	+$112K	1.26%	10
2024 Q2	$1.33M	Buy	+38,472	New	+$1.34M	1.16%	9

Other funds holding ISMD

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sound Financial Strategies Group's ISMD Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 1% in Q2 2026, buying an estimated $35.5K and bringing the position to 78,430 shares worth $3.92M. The position accounts for 2.49% of the portfolio, ranked #11.

Sound Financial Strategies Group first reported a position in ISMD in Q2 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

Sound Financial Strategies Group held 78,430 shares of Inspire Small/Mid Cap Impact ETF worth $3.92M as of Q2 2026.
Sound Financial Strategies Group bought 779 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $35.5K.
Inspire Small/Mid Cap Impact ETF made up 2.49% of Sound Financial Strategies Group's portfolio in Q2 2026, its #11 holding.
Sound Financial Strategies Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and has held it in 9 quarters since.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.