CRA Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CRA Financial Services’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 Q2	$569K	Sell	18,676 -313	-2%	-$9.75K	0.07%	184
2026 Q1	$576K	Buy	18,989 +2,720	+17%	+$85.2K	0.07%	167
2025 Q4	$504K	Buy	16,269 +1,639	+11%	+$51K	0.07%	176
2025 Q3	$463K	Buy	14,630 +186	+1%	+$5.85K	0.06%	178
2025 Q2	$443K	Buy	14,444 +1,676	+13%	+$50.4K	0.07%	176
2025 Q1	$392K	Sell	12,768 -297	-2%	-$9.36K	0.07%	174
2024 Q4	$411K	Buy	13,065 +2,500	+24%	+$81.6K	0.07%	162
2024 Q3	$351K	Buy	+10,565	New	+$340K	0.06%	172

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CRA Financial Services's PFF Position: Q2 2026 in Review

CRA Financial Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q2 2026, selling an estimated $9.75K and leaving 18,676 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #184.

CRA Financial Services first reported a position in PFF in Q3 2024 and has held it in 8 quarters since. The position peaked at $576K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

CRA Financial Services held 18,676 shares of iShares Preferred and Income Securities ETF worth $569K as of Q2 2026.
CRA Financial Services sold 313 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $9.75K.
iShares Preferred and Income Securities ETF made up 0.07% of CRA Financial Services's portfolio in Q2 2026, its #184 holding.
CRA Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 8 quarters since.
CRA Financial Services's iShares Preferred and Income Securities ETF position peaked at $576K in Q1 2026.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.