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Davidson Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Davidson Investment Advisors’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 		– Sell
-121,591
Closed -$3.69M – 128
2026
Q1 		$3.69M Buy
121,591
+7,682
+7% +$241K 0.16% 85
2025
Q4 		$3.53M Buy
113,909
+1,562
+1% +$48.6K 0.15% 85
2025
Q3 		$3.55M Buy
112,347
+2,483
+2% +$78.1K 0.15% 86
2025
Q2 		$3.37M Buy
109,864
+1,482
+1% +$44.6K 0.15% 85
2025
Q1 		$3.33M Buy
108,382
+2,365
+2% +$74.6K 0.16% 86
2024
Q4 		$3.33M Sell
106,017
-2,462
-2% -$80.4K 0.16% 85
2024
Q3 		$3.6M Sell
108,479
-229,723
-68% -$7.39M 0.17% 85
2024
Q2 		$10.7M Buy
338,202
+7,956
+2% +$250K 0.55% 75
2024
Q1 		$10.6M Buy
330,246
+37,743
+13% +$1.2M 0.55% 75
2023
Q4 		$9.12M Buy
292,503
+6,979
+2% +$208K 0.52% 75
2023
Q3 		$8.61M Buy
285,524
+12,468
+5% +$381K 0.55% 74
2023
Q2 		$8.45M Buy
+273,056
New +$8.35M 0.53% 72
2016
Q3 		– Sell
-150
Closed -$5K – 205
2016
Q2 		$5K Buy
+150
New +$5.88K ﹤0.01% 189
2015
Q2 		– Sell
-500
Closed -$20K – 209
2015
Q1 		$20K Buy
+500
New +$19.9K ﹤0.01% 169

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
GT
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
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Davidson Investment Advisors's PFF Position: Q2 2026 in Review

Davidson Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 121,591 shares — an estimated $3.69M sold.

Davidson Investment Advisors first reported a position in PFF in Q1 2015 and held it in 14 quarters. The position peaked at $10.7M in Q2 2024. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Davidson Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Davidson Investment Advisors sold 121,591 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.69M.
  • Davidson Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 14 quarters.
  • Davidson Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $10.7M in Q2 2024.
  • 316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.