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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$562K Buy
18,023
+966
+6% +$30.2K 0.01% 782
2025
Q4
$540K Sell
17,057
-2,488
-13% -$77.5K 0.03% 424
2025
Q3
$606K Sell
19,545
-4,697
-19% -$148K 0.04% 343
2025
Q2
$760K Buy
24,242
+602
+3% +$18.1K 0.05% 311
2025
Q1
$717K Sell
23,640
-8,973
-28% -$283K 0.05% 287
2024
Q4
$1.01M Sell
32,613
-6,960
-18% -$227K 0.08% 218
2024
Q3
$1.3M Sell
39,573
-1,463
-4% -$47.1K 0.13% 172
2024
Q2
$1.28M Buy
+41,036
New +$1.29M 0.16% 137

Other funds holding PFF

Diversify Wealth Management's PFF Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 5.7% in Q1 2026, buying an estimated $30.2K and bringing the position to 18,023 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #782.

Diversify Wealth Management first reported a position in PFF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Diversify Wealth Management held 18,023 shares of iShares Preferred and Income Securities ETF worth $562K as of Q1 2026.
  • Diversify Wealth Management bought 966 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $30.2K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #782 holding.
  • Diversify Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.3M in Q3 2024.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.