EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $784K | Sell |
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|
2021
Q2 | $850K | Sell |
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|
2021
Q1 | $927K | Buy |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $753K | Buy |
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|
2019
Q4 | $619K | Buy |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $492K | Buy |
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