Wells Fargo
ISMD icon

Wells Fargo’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Wells Fargo’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 		$10.5K Buy
210
+209
+20,900% +$9.52K ﹤0.01% 6062
2026
Q1 		$32 Buy
+1
New +$41 ﹤0.01% 6691
2025
Q4 		– Hold
0
– – – 6758
2025
Q3 		– Sell
-1
Closed -$38 – 6973
2025
Q2 		$21 Sell
1
-479
-100% -$16.1K ﹤0.01% 6774
2025
Q1 		$16.4K Sell
480
-1,907
-80% -$70.1K ﹤0.01% 5764
2024
Q4 		$89.5K Hold
2,387
– – ﹤0.01% 5260
2024
Q3 		$90.5K Buy
2,387
+2,386
+238,600% +$87.4K ﹤0.01% 5076
2024
Q2 		$23 Hold
1
– – ﹤0.01% 6486
2024
Q1 		$32 Buy
+1
New +$34 ﹤0.01% 6966
2023
Q4 		– Sell
-1
Closed -$31 – 7386
2023
Q3 		$23 Buy
+1
New +$32 ﹤0.01% 7152
2023
Q2 		– Hold
0
– – – 7346
2023
Q1 		– Sell
-1
Closed -$32 – 7362
2022
Q4 		$30 Hold
1
– – ﹤0.01% 7173
2022
Q3 		$0 Hold
1
– – ﹤0.01% 6993
2022
Q2 		$0 Hold
1
– – ﹤0.01% 7139
2022
Q1 		$0 Buy
+1
New +$33 ﹤0.01% 7430
2020
Q4 		– Sell
-1
Closed -$27 – 6736
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6600
2020
Q2 		$0 Hold
1
– – ﹤0.01% 6542
2020
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 6488
2019
Q4 		– Sell
-1
Closed -$27 – 6549
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6542
2019
Q2 		$0 Buy
+1
New +$26 ﹤0.01% 6493

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
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

Wells Fargo's ISMD Position: Q2 2026 in Review

Wells Fargo increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 20,900% in Q2 2026, buying an estimated $9.52K and bringing the position to 210 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6062.

Wells Fargo first reported a position in ISMD in Q2 2019 and has held it in 18 quarters since. The position peaked at $90.5K in Q3 2024. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Wells Fargo held 210 shares of Inspire Small/Mid Cap Impact ETF worth $10.5K as of Q2 2026.
  • Wells Fargo bought 209 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $9.52K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6062 holding.
  • Wells Fargo first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2019 and has held it in 18 quarters since.
  • Wells Fargo's Inspire Small/Mid Cap Impact ETF position peaked at $90.5K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.