WMWM
Whitaker-Myers Wealth Managers’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
7,296
-406
| -5% | -$14.4K | 0.07% | 98 |
|
|
2025
Q1 | $263K | Sell |
7,702
-297
| -4% | -$10.1K | 0.07% | 100 |
|
|
2024
Q4 | $300K | Sell |
7,999
-702
| -8% | -$26.3K | 0.09% | 91 |
|
|
2024
Q3 | $330K | Buy |
8,701
+591
| +7% | +$22.4K | 0.11% | 79 |
|
|
2024
Q2 | $281K | Buy |
8,110
+237
| +3% | +$8.21K | 0.1% | 82 |
|
|
2024
Q1 | $283K | Buy |
7,873
+1,279
| +19% | +$46.1K | 0.12% | 78 |
|
|
2023
Q4 | $229K | Sell |
6,594
-356
| -5% | -$12.4K | 0.11% | 76 |
|
|
2023
Q3 | $211K | Sell |
6,950
-788
| -10% | -$23.9K | 0.13% | 71 |
|
|
2023
Q2 | $249K | Sell |
7,738
-33
| -0.4% | -$1.06K | 0.17% | 62 |
|
|
2023
Q1 | $241K | Buy |
7,771
+27
| +0.3% | +$838 | 0.19% | 59 |
|
|
2022
Q4 | $233K | Buy |
+7,744
| New | +$233K | 0.22% | 61 |
|