First Wilshire Securities Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

First Wilshire Securities Management’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
2025 Q1	–	Sell	-6,695	Closed	-$210K	–	84
2024 Q4	$210K	Buy	+6,695	New	+$219K	0.06%	82
2022 Q2	–	Sell	-7,250	Closed	-$264K	–	94
2022 Q1	$264K	Sell	7,250 -2,343	-24%	-$86.2K	0.09%	74
2021 Q4	$378K	Hold	9,593	–	–	0.12%	60
2021 Q3	$372K	Hold	9,593	–	–	0.12%	60
2021 Q2	$377K	Sell	9,593 -250	-3%	-$9.68K	0.13%	59
2021 Q1	$378K	Sell	9,843 -2,000	-17%	-$75.9K	0.14%	58
2020 Q4	$456K	Hold	11,843	–	–	0.18%	49
2020 Q3	$432K	Hold	11,843	–	–	0.21%	49
2020 Q2	$410K	Hold	11,843	–	–	0.19%	50
2020 Q1	$377K	Hold	11,843	–	–	0.21%	52
2019 Q4	$445K	Hold	11,843	–	–	0.17%	67
2019 Q3	$444K	Hold	11,843	–	–	0.17%	69
2019 Q2	$436K	Sell	11,843 -300	-2%	-$11K	0.17%	78
2019 Q1	$444K	Hold	12,143	–	–	0.15%	85
2018 Q4	$416K	Hold	12,143	–	–	0.16%	84
2018 Q3	$451K	Hold	12,143	–	–	0.13%	85
2018 Q2	$458K	Hold	12,143	–	–	0.14%	81
2018 Q1	$456K	Hold	12,143	–	–	0.13%	86
2017 Q4	$462K	Sell	12,143 -3,957	-25%	-$152K	0.13%	86
2017 Q3	$625K	Buy	16,100 +1,000	+7%	+$39K	0.18%	78
2017 Q2	$591K	Hold	15,100	–	–	0.17%	77
2017 Q1	$584K	Buy	15,100 +3,900	+35%	+$149K	0.17%	79
2016 Q4	$417K	Buy	11,200 +5,300	+90%	+$201K	0.12%	84
2016 Q3	$233K	Buy	5,900 +500	+9%	+$20K	0.07%	101
2016 Q2	$215K	Buy	+5,400	New	+$212K	0.07%	103

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 22.96% 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

First Wilshire Securities Management's PFF Position: Q1 2025 in Review

First Wilshire Securities Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 6,695 shares — an estimated $210K sold.

First Wilshire Securities Management first reported a position in PFF in Q2 2016 and held it in 25 quarters. The position peaked at $625K in Q3 2017. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

First Wilshire Securities Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
First Wilshire Securities Management sold 6,695 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $210K.
First Wilshire Securities Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 25 quarters.
First Wilshire Securities Management's iShares Preferred and Income Securities ETF position peaked at $625K in Q3 2017.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on First Wilshire Securities Management's 13F filing for Q1 2025, filed 14 May 2025.