Wealthcare Advisory Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $60K | Buy |
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