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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
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 $2.65B AUM 16.42% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AA
Ascent Advisors Mankato, Minnesota $54.4M AUM
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's ISRA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its VanEck Israel ETF (ISRA) position steady in Q1 2026 at 1,300 shares worth $89.8K. The position accounts for 0.05% of the portfolio, ranked #144.

Mark Sheptoff Financial Planning first reported a position in ISRA in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold ISRA as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,300 shares of VanEck Israel ETF worth $89.8K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its VanEck Israel ETF share count unchanged in Q1 2026.
  • VanEck Israel ETF made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #144 holding.
  • Mark Sheptoff Financial Planning first reported a position in VanEck Israel ETF in Q4 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held VanEck Israel ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.