DHJJ Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

DHJJ Financial 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	$366	Hold	12	–	–	﹤0.01%	934
2026 Q1	$364	Hold	12	–	–	﹤0.01%	925
2025 Q4	$372	Hold	12	–	–	﹤0.01%	883
2025 Q3	$380	Hold	12	–	–	﹤0.01%	854
2025 Q2	$369	Hold	12	–	–	﹤0.01%	835
2025 Q1	$369	Hold	12	–	–	﹤0.01%	782
2024 Q4	$378	Hold	12	–	–	﹤0.01%	751
2024 Q3	$399	Hold	12	–	–	﹤0.01%	728
2024 Q2	$379	Hold	12	–	–	﹤0.01%	686
2024 Q1	$387	Hold	12	–	–	﹤0.01%	674
2023 Q4	$375	Hold	12	–	–	﹤0.01%	660
2023 Q3	$362	Buy	+12	New	+$367	﹤0.01%	658

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 22.9% 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

DHJJ Financial Advisors's PFF Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 12 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #934.

DHJJ Financial Advisors first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $399 in Q3 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

DHJJ Financial Advisors held 12 shares of iShares Preferred and Income Securities ETF worth $366 as of Q2 2026.
DHJJ Financial Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #934 holding.
DHJJ Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $399 in Q3 2024.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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