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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
2025
Q1
$1.61M Buy
2024
Q4
$1.51M Sell
2024
Q3
$1.57M Buy
2024
Q2
$1.33M Buy