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Whitaker-Myers Wealth Managers’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Whitaker-Myers Wealth Managers’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 		$456K Buy
9,127
+334
+4% +$15.2K 0.08% 92
2026
Q1 		$351K Buy
8,793
+1,014
+13% +$41.7K 0.07% 94
2025
Q4 		$300K Buy
7,779
+129
+2% +$4.96K 0.06% 103
2025
Q3 		$297K Buy
7,650
+354
+5% +$13.3K 0.06% 102
2025
Q2 		$259K Sell
7,296
-406
-5% -$13.6K 0.07% 98
2025
Q1 		$263K Sell
7,702
-297
-4% -$10.9K 0.07% 100
2024
Q4 		$300K Sell
7,999
-702
-8% -$27.1K 0.09% 91
2024
Q3 		$330K Buy
8,701
+591
+7% +$21.6K 0.11% 79
2024
Q2 		$281K Buy
8,110
+237
+3% +$8.23K 0.1% 82
2024
Q1 		$283K Buy
7,873
+1,279
+19% +$43.8K 0.12% 78
2023
Q4 		$229K Sell
6,594
-356
-5% -$11K 0.11% 76
2023
Q3 		$211K Sell
6,950
-788
-10% -$25.5K 0.13% 71
2023
Q2 		$249K Sell
7,738
-33
-0.4% -$1.01K 0.17% 62
2023
Q1 		$241K Buy
7,771
+27
+0.3% +$862 0.19% 59
2022
Q4 		$233K Buy
+7,744
New +$232K 0.22% 61

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

Whitaker-Myers Wealth Managers's ISMD Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 3.8% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,127 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #92.

Whitaker-Myers Wealth Managers first reported a position in ISMD in Q4 2022 and has held it in 15 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 9,127 shares of Inspire Small/Mid Cap Impact ETF worth $456K as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 334 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $15.2K.
  • Inspire Small/Mid Cap Impact ETF made up 0.08% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #92 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2022 and has held it in 15 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.