ISRA β€” VANECK ETF TRUST

Ownership history in Whitaker-Myers Wealth Managers, LTD.  Β·  11 quarters on record

AI Ownership Summary

Whitaker-Myers Wealth Managers, LTD. reported VANECK ETF TRUST (ISRA) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.98% in 2025 Q2. The latest visible filing shows ISRA at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitaker-Myers Wealth Managers, LTD.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ISRA was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.98% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitaker-Myers Wealth Managers, LTD. held ISRA β€” position size vs. price
% of Fund (quarterly)    ISRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 34,633 -2,894 -7.7% 0.42% $2.1M 2026-04-09 $63.75
2025 Q4 REDUCED 37,527 -5,532 -12.8% 0.46% $2.2M 2026-01-22 $62.96
2025 Q3 REDUCED 43,059 -261,695 -85.9% 0.51% $2.4M 2025-10-16 $52.44
2025 Q2 ADDED 304,754 +11,666 +4.0% 3.98% $15.8M 2025-07-07 $51.85
2025 Q1 ADDED 293,088 +21,106 +7.8% 3.47% $12.4M 2025-04-14 $41.44
2024 Q4 ADDED 271,982 +26,875 +11.0% 3.45% $11.8M 2025-01-15 $44.46
2024 Q3 ADDED 245,107 +19,370 +8.6% 3.19% $9.6M 2024-10-18 $38.69
2024 Q2 ADDED 225,737 +31,405 +16.2% 2.99% $8.1M 2024-07-26 $36.89
2024 Q1 ADDED 194,332 +28,416 +17.1% 3.08% $7.3M 2024-04-12 $33.99
2023 Q4 ADDED 165,916 +30,898 +22.9% 2.89% $5.8M 2024-01-12 $33.54
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Whitaker-Myers Wealth Managers, LTD. and ISRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitaker-Myers Wealth Managers, LTD. reported owning ISRA?

Whitaker-Myers Wealth Managers, LTD. reported ISRA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRA position in Whitaker-Myers Wealth Managers, LTD.'s portfolio?

The largest reported portfolio weight for ISRA was 3.98% in 2025 Q2.

What is the latest reported ISRA position on this page?

The most recent filing on this page is 2026 Q1, when Whitaker-Myers Wealth Managers, LTD. reported 34,633 shares, equal to 0.42% of portfolio, with an estimated market value of $2.1M.

What does the chart on this ISRA ownership page compare?

The chart compares Whitaker-Myers Wealth Managers, LTD.'s quarterly ISRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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