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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return