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Values First Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Values First Advisors’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
Q1 		$16.6K Hold
416
– – 0.01% 176
2025
Q4 		$16K Buy
416
+15
+4% +$576 0.01% 178
2025
Q3 		$15.6K Buy
401
+13
+3% +$489 0.01% 168
2025
Q2 		$13.8K Buy
388
+42
+12% +$1.41K 0.01% 175
2025
Q1 		$11.8K Hold
346
– – 0.01% 177
2024
Q4 		$13K Sell
346
-593
-63% -$22.9K 0.01% 214
2024
Q3 		$35.6K Buy
939
+36
+4% +$1.32K 0.02% 250
2024
Q2 		$31.3K Buy
903
+204
+29% +$7.08K 0.02% 161
2024
Q1 		$25.2K Sell
699
-4,492
-87% -$154K 0.01% 160
2023
Q4 		$180K Buy
5,191
+4,879
+1,564% +$151K 0.11% 146
2023
Q3 		$9.48K Hold
312
– – 0.01% 157
2023
Q2 		$10K Buy
312
+1
+0.3% +$31 0.01% 164
2023
Q1 		$9.66K Sell
311
-6,712
-96% -$214K 0.01% 218
2022
Q4 		$211K Buy
7,023
+6,684
+1,972% +$200K 0.15% 127
2022
Q3 		$9K Buy
339
+1
+0.3% +$30 0.01% 152
2022
Q2 		$9K Buy
338
+181
+115% +$5.58K 0.01% 152
2022
Q1 		$5K Sell
157
-5,624
-97% -$187K ﹤0.01% 161
2021
Q4 		$204K Buy
5,781
+5,523
+2,141% +$203K 0.12% 157
2021
Q3 		$9K Hold
258
– – 0.01% 145
2021
Q2 		$9K Hold
258
– – 0.01% 145
2021
Q1 		$9K Sell
258
-3,248
-93% -$111K 0.01% 142
2020
Q4 		$105K Buy
3,506
+3,248
+1,259% +$86.8K 0.08% 138
2020
Q3 		$6K Hold
258
– – 0.01% 139
2020
Q2 		$6K Hold
258
– – 0.01% 135
2020
Q1 		$4.97K Sell
258
-4,734
-95% -$119K 0.01% 126
2019
Q4 		$141K Buy
+4,992
New +$136K 0.14% 128

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Values First Advisors's ISMD Position: Q1 2026 in Review

Values First Advisors held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 416 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #176.

Values First Advisors first reported a position in ISMD in Q4 2019 and has held it in 26 quarters since. The position peaked at $211K in Q4 2022. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Values First Advisors held 416 shares of Inspire Small/Mid Cap Impact ETF worth $16.6K as of Q1 2026.
  • Values First Advisors left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Values First Advisors's portfolio in Q1 2026, its #176 holding.
  • Values First Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2019 and has held it in 26 quarters since.
  • Values First Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $211K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.