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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
Q2 		$1.75M Sell
35,099
-5,094
-13% -$232K 0.44% 38
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 $1.44B 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

WorthPointe's ISMD Position: Q2 2026 in Review

WorthPointe reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 13% in Q2 2026, selling an estimated $232K and leaving 35,099 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #38.

WorthPointe first reported a position in ISMD in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.12M in Q4 2025. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • WorthPointe held 35,099 shares of Inspire Small/Mid Cap Impact ETF worth $1.75M as of Q2 2026.
  • WorthPointe sold 5,094 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $232K.
  • Inspire Small/Mid Cap Impact ETF made up 0.44% of WorthPointe's portfolio in Q2 2026, its #38 holding.
  • WorthPointe first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2023 and has held it in 5 quarters since.
  • WorthPointe's Inspire Small/Mid Cap Impact ETF position peaked at $2.12M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.