FWL Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

FWL Investment 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
2026 Q2	$1.01M	Buy	33,278 +4,559	+16%	+$142K	0.19%	63
2026 Q1	$871K	Buy	28,719 +7,194	+33%	+$225K	0.19%	57
2025 Q4	$666K	Buy	21,525 +3,535	+20%	+$110K	0.16%	60
2025 Q3	$569K	Buy	17,990 +2,200	+14%	+$69.2K	0.15%	62
2025 Q2	$484K	Sell	15,790 -637	-4%	-$19.2K	0.15%	64
2025 Q1	$505K	Buy	16,427 +9,605	+141%	+$303K	0.19%	57
2024 Q4	$214K	Sell	6,822 -2,455	-26%	-$80.2K	0.08%	77
2024 Q3	$308K	Buy	9,277 +1,785	+24%	+$57.4K	0.12%	67
2024 Q2	$236K	Buy	7,492 +2,400	+47%	+$75.5K	0.12%	48
2024 Q1	$164K	Buy	5,092 +4,850	+2,004%	+$155K	0.09%	59
2023 Q4	$7.55K	Buy	242 +130	+116%	+$3.88K	﹤0.01%	177
2023 Q3	$3.38K	Buy	+112	New	+$3.42K	﹤0.01%	164

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

FWL Investment Management's PFF Position: Q2 2026 in Review

FWL Investment Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 16% in Q2 2026, buying an estimated $142K and bringing the position to 33,278 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #63.

FWL Investment Management first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

FWL Investment Management held 33,278 shares of iShares Preferred and Income Securities ETF worth $1.01M as of Q2 2026.
FWL Investment Management bought 4,559 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $142K.
iShares Preferred and Income Securities ETF made up 0.19% of FWL Investment Management's portfolio in Q2 2026, its #63 holding.
FWL Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.