TCOT
ISMD icon

Trust Company of Toledo’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Trust Company of Toledo’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 		$18.5K Hold
370
– – ﹤0.01% 617
2026
Q1 		$14.8K Buy
370
+75
+25% +$3.08K ﹤0.01% 605
2025
Q4 		$11.4K Hold
295
– – ﹤0.01% 611
2025
Q3 		$11.5K Hold
295
– – ﹤0.01% 609
2025
Q2 		$10.5K Buy
+295
New +$9.91K ﹤0.01% 608

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
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

Trust Company of Toledo's ISMD Position: Q2 2026 in Review

Trust Company of Toledo held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q2 2026 at 370 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Trust Company of Toledo first reported a position in ISMD in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Trust Company of Toledo held 370 shares of Inspire Small/Mid Cap Impact ETF worth $18.5K as of Q2 2026.
  • Trust Company of Toledo left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #617 holding.
  • Trust Company of Toledo first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.