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Winch Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Winch Advisory Services’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 		$11.9K Buy
238
+1
+0.4% +$46 ﹤0.01% 318
2026
Q1 		$9.47K Hold
237
– – ﹤0.01% 327
2025
Q4 		$9.14K Buy
237
+1
+0.4% +$38 ﹤0.01% 319
2025
Q3 		$9.15K Buy
236
+1
+0.4% +$38 ﹤0.01% 316
2025
Q2 		$8.34K Buy
235
+1
+0.4% +$34 ﹤0.01% 316
2025
Q1 		$7.98K Hold
234
– – ﹤0.01% 308
2024
Q4 		$8.78K Buy
234
+1
+0.4% +$39 ﹤0.01% 305
2024
Q3 		$8.82K Buy
233
+1
+0.4% +$37 ﹤0.01% 273
2024
Q2 		$8.02K Buy
232
+1
+0.4% +$35 ﹤0.01% 277
2024
Q1 		$8.31K Hold
231
– – ﹤0.01% 270
2023
Q4 		$8.01K Buy
231
+2
+0.9% +$62 ﹤0.01% 274
2023
Q3 		$7K Hold
229
– – ﹤0.01% 283
2023
Q2 		$7K Buy
229
+56
+32% +$1.71K ﹤0.01% 285
2023
Q1 		$5K Hold
173
– – ﹤0.01% 299
2022
Q4 		$5K Buy
+173
New +$5.18K ﹤0.01% 286

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

Winch Advisory Services's ISMD Position: Q2 2026 in Review

Winch Advisory Services increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.42% in Q2 2026, buying an estimated $46 and bringing the position to 238 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Winch Advisory Services 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.

  • Winch Advisory Services held 238 shares of Inspire Small/Mid Cap Impact ETF worth $11.9K as of Q2 2026.
  • Winch Advisory Services bought 1 Inspire Small/Mid Cap Impact ETF share in Q2 2026, an estimated $46.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #318 holding.
  • Winch Advisory Services 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 Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.