Aprio Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Sell
95,562
-2,931
-3% -$89.9K 0.33% 53
2025
Q1
$3.03M Buy
98,493
+2,768
+3% +$85.1K 0.38% 45
2024
Q4
$3.01M Buy
95,725
+13,193
+16% +$415K 0.44% 43
2024
Q3
$2.74M Buy
82,532
+531
+0.6% +$17.6K 0.44% 41
2024
Q2
$2.59M Buy
82,001
+42,721
+109% +$1.35M 0.47% 36
2024
Q1
$1.27M Sell
39,280
-22,957
-37% -$740K 0.25% 51
2023
Q4
$1.94M Buy
62,237
+3,594
+6% +$112K 0.43% 35
2023
Q3
$1.77M Buy
58,643
+39,241
+202% +$1.18M 0.49% 31
2023
Q2
$600K Buy
+19,402
New +$600K 0.16% 66