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StrongBox Wealth’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

StrongBox Wealth’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 		$9.9K Buy
+198
New +$9.02K ﹤0.01% 242

Other funds holding ISMD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

StrongBox Wealth's ISMD Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 198 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings.

29 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • StrongBox Wealth held 198 shares of Inspire Small/Mid Cap Impact ETF worth $9.9K as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new StrongBox Wealth position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #242 holding.
  • 29 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.