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Sterling Investment Advisors (Pennsylvania)’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$715K Hold
14,300
– – 0.12% 123
2026
Q1 		$572K Hold
14,300
– – 0.1% 128
2025
Q4 		$552K Hold
14,300
– – 0.1% 137
2025
Q3 		$556K Hold
14,300
– – 0.11% 126
2025
Q2 		$508K Buy
14,300
+4,300
+43% +$145K 0.11% 128
2025
Q1 		$341K Buy
+10,000
New +$368K 0.08% 141

Other funds holding ISMD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ISMD Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q2 2026 at 14,300 shares worth $715K. The position accounts for 0.12% of the portfolio, ranked #123.

Sterling Investment Advisors (Pennsylvania) first reported a position in ISMD in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 14,300 shares of Inspire Small/Mid Cap Impact ETF worth $715K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.12% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #123 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2025 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.