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

Congress Wealth Management's PFF Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.8% in Q2 2025, selling an estimated $258K and leaving 140,007 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #421.

Congress Wealth Management first reported a position in PFF in Q4 2021 and has held it in 15 quarters since. The position peaked at $32.1M in Q4 2021. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

• Congress Wealth Management held 140,007 shares of iShares Preferred and Income Securities ETF worth $4.3M as of Q2 2025.
• Congress Wealth Management sold 8,560 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $258K.
• iShares Preferred and Income Securities ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #421 holding.
• Congress Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 15 quarters since.
• Congress Wealth Management's iShares Preferred and Income Securities ETF position peaked at $32.1M in Q4 2021.
• 988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.