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Mark Sheptoff Financial Planning’s VanEck Israel ETF ISRA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ISRA Stock Details ISRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.9K Sell
1,000
-300
-23% -$19.8K 0.03% 167
2026
Q1 		$89.8K Hold
1,300
– – 0.05% 144
2025
Q4 		$76.4K Buy
+1,300
New +$73.6K 0.04% 172

Other funds holding ISRA

PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mark Sheptoff Financial Planning's ISRA Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its VanEck Israel ETF (ISRA) stake by 23% in Q2 2026, selling an estimated $19.8K and leaving 1,000 shares worth $64.9K. The position accounts for 0.03% of the portfolio, ranked #167.

Mark Sheptoff Financial Planning first reported a position in ISRA in Q4 2025 and has held it in 3 quarters since. The position peaked at $89.8K in Q1 2026. 51 funds tracked by Wall St. Rank hold ISRA as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,000 shares of VanEck Israel ETF worth $64.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 300 VanEck Israel ETF shares in Q2 2026, an estimated $19.8K.
  • VanEck Israel ETF made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #167 holding.
  • Mark Sheptoff Financial Planning first reported a position in VanEck Israel ETF in Q4 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's VanEck Israel ETF position peaked at $89.8K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held VanEck Israel ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.