B.A. Schrock Wealth Management, Inc.’s iShares Preferred and Income Securities ETF PFF Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$221K	Buy	+7,518	New	+$228K	0.08%	127

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFS

Fortress Financial Solutions Tucson, Arizona $118M AUM

BBFA

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s PFF Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2026: 7,518 shares worth $221K. The stake represents 0.08% of the portfolio and ranks #127 among its holdings.

134 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 7,518 shares of iShares Preferred and Income Securities ETF worth $221K as of Q3 2026.
iShares Preferred and Income Securities ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
iShares Preferred and Income Securities ETF made up 0.08% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #127 holding.
134 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.