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WorthPointe’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

WorthPointe’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
Q1 		$1.61M Sell
40,193
-14,775
-27% -$607K 0.44% 42
2025
Q4 		$2.12M Buy
+54,968
New +$2.11M 0.56% 37
2024
Q1 		– Sell
-32,232
Closed -$1.12M – 73
2023
Q4 		$1.12M Buy
32,232
+18,807
+140% +$583K 0.57% 23
2023
Q3 		$408K Buy
+13,425
New +$434K 0.24% 41

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

WorthPointe's ISMD Position: Q1 2026 in Review

WorthPointe reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 27% in Q1 2026, selling an estimated $607K and leaving 40,193 shares worth $1.61M. The position accounts for 0.44% of the portfolio, ranked #42.

WorthPointe first reported a position in ISMD in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.12M in Q4 2025. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • WorthPointe held 40,193 shares of Inspire Small/Mid Cap Impact ETF worth $1.61M as of Q1 2026.
  • WorthPointe sold 14,775 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $607K.
  • Inspire Small/Mid Cap Impact ETF made up 0.44% of WorthPointe's portfolio in Q1 2026, its #42 holding.
  • WorthPointe first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2023 and has held it in 4 quarters since.
  • WorthPointe's Inspire Small/Mid Cap Impact ETF position peaked at $2.12M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.