BRWA
B. Riley Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
+49,603
| New | +$1.52M | 0.07% | 247 |
|
|
2024
Q4 | $4.69M | Sell |
149,286
-9,436
| -6% | -$297K | 0.15% | 146 |
|
|
2024
Q3 | $5.29M | Buy |
158,722
+17,715
| +13% | +$590K | 0.15% | 154 |
|
|
2024
Q2 | $4.45M | Sell |
141,007
-1,886
| -1% | -$59.5K | 0.11% | 176 |
|
|
2024
Q1 | $4.31M | Buy |
142,893
+15,052
| +12% | +$454K | 0.12% | 177 |
|
|
2023
Q4 | $3.99M | Sell |
127,841
-15,052
| -11% | -$469K | 0.11% | 204 |
|
|
2023
Q3 | $4.31M | Buy |
142,893
+39,685
| +38% | +$1.2M | 0.12% | 177 |
|
|
2023
Q2 | $3.19M | Sell |
103,208
-2,946
| -3% | -$91.1K | 0.07% | 260 |
|
|
2023
Q1 | $3.31M | Buy |
106,154
+9,403
| +10% | +$294K | 0.09% | 225 |
|
|
2022
Q4 | $2.95M | Sell |
96,751
-25,624
| -21% | -$783K | 0.08% | 248 |
|
|
2022
Q3 | $3.88M | Sell |
122,375
-10,898
| -8% | -$345K | 0.12% | 186 |
|
|
2022
Q2 | $4.38M | Sell |
133,273
-55,850
| -30% | -$1.84M | 0.18% | 122 |
|
|
2022
Q1 | $6.89M | Sell |
189,123
-148,712
| -44% | -$5.42M | 0.23% | 95 |
|
|
2021
Q4 | $13.3M | Sell |
337,835
-72,101
| -18% | -$2.84M | 0.38% | 51 |
|
|
2021
Q3 | $15.9M | Buy |
409,936
+93,256
| +29% | +$3.62M | 0.51% | 33 |
|
|
2021
Q2 | $12.5M | Buy |
316,680
+90,472
| +40% | +$3.56M | 0.4% | 48 |
|
|
2021
Q1 | $8.69M | Buy |
226,208
+16,324
| +8% | +$627K | 0.31% | 67 |
|
|
2020
Q4 | $8.08M | Sell |
209,884
-28,314
| -12% | -$1.09M | 0.43% | 52 |
|
|
2020
Q3 | $8.58M | Buy |
238,198
+71,022
| +42% | +$2.56M | 0.46% | 52 |
|
|
2020
Q2 | $5.79M | Buy |
167,176
+4,698
| +3% | +$163K | 0.39% | 66 |
|
|
2020
Q1 | $5.17M | Buy |
162,478
+96,144
| +145% | +$3.06M | 0.44% | 49 |
|
|
2019
Q4 | $2.49M | Buy |
66,334
+12,983
| +24% | +$488K | 0.21% | 106 |
|
|
2019
Q3 | $2M | Buy |
53,351
+13,523
| +34% | +$508K | 0.2% | 114 |
|
|
2019
Q2 | $1.47M | Buy |
39,828
+911
| +2% | +$33.6K | 0.16% | 136 |
|
|
2019
Q1 | $1.42M | Sell |
38,917
-5,443
| -12% | -$199K | 0.18% | 122 |
|
|
2018
Q4 | $1.52M | Sell |
44,360
-16,294
| -27% | -$558K | 0.22% | 109 |
|
|
2018
Q3 | $2.25M | Sell |
60,654
-2,017
| -3% | -$74.9K | 0.27% | 80 |
|
|
2018
Q2 | $2.36M | Buy |
62,671
+865
| +1% | +$32.6K | 0.31% | 66 |
|
|
2018
Q1 | $2.32M | Buy |
61,806
+13,016
| +27% | +$489K | 0.33% | 75 |
|
|
2017
Q4 | $1.86M | Sell |
48,790
-2,080
| -4% | -$79.2K | 0.25% | 109 |
|
|
2017
Q3 | $1.98M | Buy |
50,870
+9,770
| +24% | +$379K | 0.33% | 83 |
|
|
2017
Q2 | $1.61M | Buy |
41,100
+10,045
| +32% | +$393K | 0.29% | 98 |
|
|
2017
Q1 | $1.2M | Sell |
31,055
-16,944
| -35% | -$656K | 0.24% | 109 |
|
|
2016
Q4 | $1.79M | Sell |
47,999
-5,250
| -10% | -$195K | 0.36% | 72 |
|
|
2016
Q3 | $1.66M | Buy |
53,249
+9,694
| +22% | +$302K | 0.33% | 74 |
|
|
2016
Q2 | $1.42M | Sell |
43,555
-12,677
| -23% | -$412K | 0.28% | 86 |
|
|
2016
Q1 | $1.56M | Buy |
56,232
+913
| +2% | +$25.3K | 0.36% | 68 |
|
|
2015
Q4 | $2.15M | Buy |
55,319
+19,949
| +56% | +$775K | 0.44% | 55 |
|
|
2015
Q3 | $1.37M | Buy |
35,370
+6,520
| +23% | +$252K | 0.33% | 69 |
|
|
2015
Q2 | $1.13M | Sell |
28,850
-5,005
| -15% | -$196K | 0.28% | 88 |
|
|
2015
Q1 | $1.36M | Sell |
33,855
-14,851
| -30% | -$596K | 0.33% | 71 |
|
|
2014
Q4 | $9.59K | Buy |
48,706
+19,642
| +68% | +$3.87K | 0.2% | 103 |
|
|
2014
Q3 | $1.15M | Sell |
29,064
-33,648
| -54% | -$1.33M | 0.3% | 75 |
|
|
2014
Q2 | $1.26M | Buy |
62,712
+32,696
| +109% | +$655K | 0.3% | 62 |
|
|
2014
Q1 | $1.17M | Buy |
30,016
+6,776
| +29% | +$265K | 0.35% | 59 |
|
|
2013
Q4 | $856K | Buy |
23,240
+3,701
| +19% | +$136K | 0.27% | 84 |
|
|
2013
Q3 | $742K | Sell |
19,539
-19,115
| -49% | -$726K | 0.25% | 94 |
|
|
2013
Q2 | $1.52M | Buy |
+38,654
| New | +$1.52M | 0.52% | 34 |
|