Dynamic Wealth Strategies’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
Q2
$274K Sell
8,981
-6,719
-43% -$209K 0.15% 69
2026
Q1
$476K Buy
15,700
+341
+2% +$10.7K 0.28% 46
2025
Q4
$476K Sell
15,359
-10,964
-42% -$341K 0.28% 44
2025
Q3
$832K Sell
26,323
-43,090
-62% -$1.35M 0.56% 32
2025
Q2
$2.13M Buy
69,413
+10,595
+18% +$319K 1.53% 16
2025
Q1
$1.81M Buy
58,818
+1,047
+2% +$33K 1.5% 17
2024
Q4
$1.82M Buy
57,771
+2,956
+5% +$96.5K 1.62% 18
2024
Q3
$1.82M Buy
54,815
+2,283
+4% +$73.5K 1.49% 18
2024
Q2
$1.66M Buy
52,532
+24
+0% +$755 1.42% 18
2024
Q1
$1.69M Buy
52,508
+9,676
+23% +$308K 1.45% 18
2023
Q4
$1.34M Buy
+42,832
New +$1.28M 1.23% 18

Other funds holding PFF

Dynamic Wealth Strategies's PFF Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares Preferred and Income Securities ETF (PFF) stake by 43% in Q2 2026, selling an estimated $209K and leaving 8,981 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #69.

Dynamic Wealth Strategies first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q2 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Dynamic Wealth Strategies held 8,981 shares of iShares Preferred and Income Securities ETF worth $274K as of Q2 2026.
  • Dynamic Wealth Strategies sold 6,719 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $209K.
  • iShares Preferred and Income Securities ETF made up 0.15% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #69 holding.
  • Dynamic Wealth Strategies first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's iShares Preferred and Income Securities ETF position peaked at $2.13M in Q2 2025.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.