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Wealthcare Advisory Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-5,635
Closed -$200K – 1039
2025
Q2 		$200K Sell
5,635
-286
-5% -$9.61K ﹤0.01% 934
2025
Q1 		$202K Buy
5,921
+168
+3% +$6.18K 0.01% 867
2024
Q4 		$216K Sell
5,753
-276
-5% -$10.6K 0.01% 834
2024
Q3 		$228K Buy
6,029
+153
+3% +$5.6K 0.01% 790
2024
Q2 		$203K Buy
5,876
+103
+2% +$3.58K 0.01% 784
2024
Q1 		$208K Sell
5,773
-625
-10% -$21.4K 0.01% 764
2023
Q4 		$222K Sell
6,398
-1,178
-16% -$36.5K 0.01% 690
2023
Q3 		$230K Sell
7,576
-1,367
-15% -$44.2K 0.01% 618
2023
Q2 		$287K Sell
8,943
-1,712
-16% -$52.4K 0.01% 574
2023
Q1 		$331K Buy
10,655
+26
+0.2% +$830 0.01% 557
2022
Q4 		$320K Buy
10,629
+281
+3% +$8.42K 0.02% 518
2022
Q3 		$283K Buy
10,348
+117
+1% +$3.55K 0.02% 496
2022
Q2 		$292K Sell
10,231
-121
-1% -$3.73K 0.02% 433
2022
Q1 		$344K Buy
10,352
+2,412
+30% +$80.1K 0.02% 381
2021
Q4 		$280K Buy
+7,940
New +$291K 0.02% 460
2021
Q2 		– Sell
-1,672
Closed -$60K – 1201
2021
Q1 		$60K Buy
+1,672
New +$56.9K ﹤0.01% 820

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Wealthcare Advisory Partners's ISMD Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2025, closing a stake of 5,635 shares — an estimated $200K sold.

Wealthcare Advisory Partners first reported a position in ISMD in Q1 2021 and held it in 16 quarters. The position peaked at $344K in Q1 2022. 75 funds tracked by Wall St. Rank hold ISMD as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,635 Inspire Small/Mid Cap Impact ETF shares in Q3 2025, an estimated $200K.
  • Wealthcare Advisory Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2021 and held it in 16 quarters.
  • Wealthcare Advisory Partners's Inspire Small/Mid Cap Impact ETF position peaked at $344K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.