Values First Advisors
ISMD icon

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
Q3 		– Sell
-309
Closed -$15.4K – 187
2026
Q2 		$15.4K Sell
309
-107
-26% -$4.87K 0.01% 183
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% -$22.8K 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 		$9.7K 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

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Values First Advisors's ISMD Position: Q3 2026 in Review

Values First Advisors sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2026, closing a stake of 309 shares — an estimated $15.4K sold.

Values First Advisors first reported a position in ISMD in Q4 2019 and held it in 27 quarters. The position peaked at $211K in Q4 2022. 31 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Values First Advisors reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2026 after selling out during the quarter.
  • Values First Advisors sold 309 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $15.4K.
  • Values First Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2019 and held it in 27 quarters.
  • Values First Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $211K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.