Joel Isaacson & Co’s SoFi Select 500 ETF SFY Stock Holding History

Joel Isaacson & Co’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$620K	Hold	4,165	–	–	0.02%	278
2026 Q1	$520K	Hold	4,165	–	–	0.02%	273
2025 Q4	$550K	Hold	4,165	–	–	0.02%	274
2025 Q3	$538K	Hold	4,165	–	–	0.02%	267
2025 Q2	$492K	Hold	4,165	–	–	0.02%	258
2025 Q1	$424K	Sell	4,165 -286	-6%	-$31.2K	0.02%	262
2024 Q4	$484K	Sell	4,451 -221	-5%	-$24.1K	0.02%	234
2024 Q3	$485K	Hold	4,672	–	–	0.02%	222
2024 Q2	$464K	Hold	4,672	–	–	0.02%	222
2024 Q1	$435K	Hold	4,672	–	–	0.02%	231
2023 Q4	$396K	Hold	4,672	–	–	0.02%	219
2023 Q3	$357K	Hold	4,672	–	–	0.02%	223
2023 Q2	$366K	Hold	4,672	–	–	0.02%	227
2023 Q1	$338K	Buy	+4,672	New	+$327K	0.02%	238

Other funds holding SFY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Joel Isaacson & Co's SFY Position: Q2 2026 in Review

Joel Isaacson & Co held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 4,165 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #278.

Joel Isaacson & Co first reported a position in SFY in Q1 2023 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Joel Isaacson & Co held 4,165 shares of SoFi Select 500 ETF worth $620K as of Q2 2026.
Joel Isaacson & Co left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #278 holding.
Joel Isaacson & Co first reported a position in SoFi Select 500 ETF in Q1 2023 and has held it in 14 quarters since.
27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.