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Strategic Blueprint’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Strategic Blueprint’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 		– Sell
-5,935
Closed -$237K – 711
2026
Q1 		$237K Buy
5,935
+283
+5% +$11.6K 0.01% 578
2025
Q4 		$218K Buy
+5,652
New +$217K 0.01% 609
2025
Q3 		– Sell
-5,766
Closed -$205K – 742
2025
Q2 		$205K Sell
5,766
-3,717
-39% -$125K 0.01% 656
2025
Q1 		$324K Sell
9,483
-4,936
-34% -$182K 0.02% 518
2024
Q4 		$541K Sell
14,419
-4,255
-23% -$164K 0.03% 392
2024
Q3 		$708K Sell
18,674
-249
-1% -$9.12K 0.04% 324
2024
Q2 		$655K Buy
+18,923
New +$657K 0.04% 323

Other funds holding ISMD

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
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
W
WorthPointe La Jolla, California $399M AUM 22.49% 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

Strategic Blueprint's ISMD Position: Q2 2026 in Review

Strategic Blueprint sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026, closing a stake of 5,935 shares — an estimated $237K sold.

Strategic Blueprint first reported a position in ISMD in Q2 2024 and held it in 7 quarters. The position peaked at $708K in Q3 2024. 41 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Strategic Blueprint reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Blueprint sold 5,935 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $237K.
  • Strategic Blueprint first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and held it in 7 quarters.
  • Strategic Blueprint's Inspire Small/Mid Cap Impact ETF position peaked at $708K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.