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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$360K Buy
11,808
+19
+0.2% +$592 0.01% 600
2026
Q1
$357K Buy
11,789
+183
+2% +$5.73K 0.01% 633
2025
Q4
$359K Sell
11,606
-5,810
-33% -$181K 0.01% 557
2025
Q3
$551K Buy
17,416
+30
+0.2% +$943 0.02% 419
2025
Q2
$533K Sell
17,386
-1,842
-10% -$55.4K 0.02% 413
2025
Q1
$591K Buy
19,228
+795
+4% +$25.1K 0.02% 362
2024
Q4
$580K Buy
18,433
+10,941
+146% +$357K 0.02% 406
2024
Q3
$249K Buy
7,492
+390
+5% +$12.6K 0.01% 643
2024
Q2
$224K Sell
7,102
-1,133
-14% -$35.7K 0.01% 643
2024
Q1
$265K Buy
8,235
+80
+1% +$2.55K 0.01% 623
2023
Q4
$254K Sell
8,155
-6,525
-44% -$195K 0.02% 480
2023
Q3
$443K Sell
14,680
-2,062
-12% -$63K 0.03% 357
2023
Q2
$518K Buy
16,742
+239
+1% +$7.31K 0.03% 326
2023
Q1
$515K Sell
16,503
-1,214
-7% -$39K 0.04% 337
2022
Q4
$541K Buy
17,717
+361
+2% +$11.2K 0.04% 284
2022
Q3
$549K Buy
17,356
+496
+3% +$16.6K 0.05% 251
2022
Q2
$554K Buy
16,860
+179
+1% +$6.06K 0.06% 241
2022
Q1
$607K Buy
16,681
+2,098
+14% +$77.1K 0.05% 248
2021
Q4
$575K Buy
+14,583
New +$567K 0.05% 300
2021
Q1
Sell
-180
Closed -$6K 1109
2020
Q4
$6K Buy
+180
New +$6.73K ﹤0.01% 771
2018
Q3
Sell
-392
Closed -$15K 759
2018
Q2
$15K Hold
392
﹤0.01% 565
2018
Q1
$15K Hold
392
﹤0.01% 560
2017
Q4
$15K Buy
+392
New +$15.1K ﹤0.01% 568
2016
Q1
Sell
-265
Closed -$10K 500
2015
Q4
$10K Hold
265
0.01% 317
2015
Q3
$10K Hold
265
0.01% 281
2015
Q2
$10K Hold
265
0.01% 265
2015
Q1
$11K Hold
265
0.01% 247
2014
Q4
$10K Hold
265
0.01% 228
2014
Q3
$10K Hold
265
0.01% 233
2014
Q2
$11K Hold
265
0.01% 234
2014
Q1
$10K Buy
+265
New +$10.1K 0.01% 230

Other funds holding PFF

Avior Wealth Management's PFF Position: Q2 2026 in Review

Avior Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.16% in Q2 2026, buying an estimated $592 and bringing the position to 11,808 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #600.

Avior Wealth Management first reported a position in PFF in Q1 2014 and has held it in 31 quarters since. The position peaked at $607K in Q1 2022. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Avior Wealth Management held 11,808 shares of iShares Preferred and Income Securities ETF worth $360K as of Q2 2026.
  • Avior Wealth Management bought 19 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $592.
  • iShares Preferred and Income Securities ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #600 holding.
  • Avior Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2014 and has held it in 31 quarters since.
  • Avior Wealth Management's iShares Preferred and Income Securities ETF position peaked at $607K in Q1 2022.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.