ISRA — VANECK ETF TRUST

Ownership history in WILLNER & HELLER, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in VANECK ETF TRUST (ISRA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q4)
Avg. % of fund
0.18%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 4,267 — — 0.18% $251K $58.80
% of Fund (quarterly)    ISRA price (monthly, adj. close)

Other funds also holding ISRA

As of 2025 Q4 — sorted by position size

KEMPNER CAPITAL MANAGEMENT INC. 3Y 7Y 1.26% Whitaker-Myers Wealth Managers, LTD. 0.46% IMA Advisory Services, Inc. 3Y 7Y 0.34% PARTNERS CAPITAL INVESTMENT GROUP, LLP 3Y 7Y 0.32% Team Hewins, LLC 3Y 0.16% COMMON FUND FOR NONPROFIT ORGANIZATIONS 0.09% NCM Capital Management, LLC 3Y 0.08% RVW Wealth, LLC 3Y 0.04% MARK SHEPTOFF FINANCIAL PLANNING, LLC 3Y 7Y 0.04% Powell Investment Advisors, LLC 3Y 0.04%
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