Whitaker-Myers Wealth Managers’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 | $297K | Buy |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $233K | Buy |
|