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ISMDISMD
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Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in NORTHERN LTS FD TR IV

Yes. Commonwealth Equity Services holds 18,579 shares of ISMD, worth $928,890, as of its Q2 2026 13F filing. It increased the position by 1,391 shares (+8.1%) from Q1 2026. Commonwealth Equity Services has held ISMD since Q2 2023, across 13 quarterly 13F filings.

Current Value

$928,890

Current Shares

18,579

Total Value Change

+$505,890

Total Shares Change

+7,429

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,579
+8.1%
$928,8900.0%$50.00
27
2026-Q1
Increased
17,188
+12.5%
$686,9900.0%$39.79
28
2025-Q4
Decreased
15,284
-12.7%
$589,6500.0%$38.30
0
2025-Q3
Decreased
17,515
-9.0%
$681,0000.0%$38.48
0
2025-Q2
Increased
19,256
+0.7%
$684,0000.0%$35.08
25
2025-Q1
Increased
19,129
+14.7%
$653,0000.0%$33.57
28
2024-Q4
Increased
16,679
+49.6%
$626,0000.0%$36.78
34
2024-Q3
Increased
11,150
+8.2%
$423,0000.0%$37.08
26

Other major holders of ISMD: LPL Financial LLC, OSAIC HOLDINGS, INC.

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