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

Darwin Wealth Management’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	$41.4K	Buy	1,358 +4	+0.3%	+$125	0.01%	255
2026 Q1	$41.1K	Buy	1,354 +2	+0.1%	+$63	0.01%	234
2025 Q4	$41.9K	Buy	1,352 +5	+0.4%	+$156	0.01%	231
2025 Q3	$42.6K	Buy	1,347 +5	+0.4%	+$157	0.01%	233
2025 Q2	$41.2K	Buy	1,342 +7	+0.5%	+$211	0.01%	222
2025 Q1	$42K	Hold	1,335	–	–	0.01%	238
2024 Q4	$42K	Sell	1,335 -33	-2%	-$1.08K	0.01%	238
2024 Q3	$45.5K	Buy	+1,368	New	+$44K	0.01%	243
2020 Q2	–	Sell	-7,296	Closed	-$232K	–	583
2020 Q1	$232K	Buy	7,296 +1,427	+24%	+$51.2K	0.07%	117
2019 Q4	$221K	Buy	+5,869	New	+$219K	0.06%	144
2017 Q4	–	Sell	-6,206	Closed	-$241K	–	165
2017 Q3	$241K	Sell	6,206 -248	-4%	-$9.66K	0.23%	82
2017 Q2	$253K	Sell	6,454 -1,634	-20%	-$63.6K	0.14%	115
2017 Q1	$313K	Buy	8,088 +846	+12%	+$32.3K	0.18%	103
2016 Q4	$269K	Sell	7,242 -76,544	-91%	-$2.91M	0.18%	92
2016 Q3	$3.31M	Buy	83,786 +13,468	+19%	+$537K	2.56%	9
2016 Q2	$2.81M	Buy	+70,318	New	+$2.76M	2.39%	8

Other funds holding PFF

FIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Darwin Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.3% in Q2 2026, buying an estimated $125 and bringing the position to 1,358 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #255.

Darwin Wealth Management first reported a position in PFF in Q2 2016 and has held it in 16 quarters since. The position peaked at $3.31M in Q3 2016. 346 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Darwin Wealth Management held 1,358 shares of iShares Preferred and Income Securities ETF worth $41.4K as of Q2 2026.
Darwin Wealth Management bought 4 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $125.
iShares Preferred and Income Securities ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #255 holding.
Darwin Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and has held it in 16 quarters since.
Darwin Wealth Management's iShares Preferred and Income Securities ETF position peaked at $3.31M in Q3 2016.
346 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.