HCR Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

HCR Wealth Advisors’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	$877K	Hold	28,769	–	–	0.08%	120
2026 Q1	$872K	Sell	28,769 -5,238	-15%	-$164K	0.09%	120
2025 Q4	$1.05M	Sell	34,007 -4,566	-12%	-$142K	0.1%	108
2025 Q3	$1.22M	Sell	38,573 -2,093	-5%	-$65.8K	0.13%	97
2025 Q2	$1.25M	Sell	40,666 -2,149	-5%	-$64.7K	0.15%	89
2025 Q1	$1.32M	Buy	42,815 +105	+0.2%	+$3.31K	0.17%	82
2024 Q4	$1.34M	Buy	42,710 +800	+2%	+$26.1K	0.17%	86
2024 Q3	$1.39M	Sell	41,910 -220	-0.5%	-$7.08K	0.18%	85
2024 Q2	$1.33M	Buy	42,130 +1,508	+4%	+$47.5K	0.19%	78
2024 Q1	$1.31M	Sell	40,622 -233	-0.6%	-$7.43K	0.2%	76
2023 Q4	$1.27M	Sell	40,855 -6,922	-14%	-$207K	0.2%	77
2023 Q3	$1.44M	Sell	47,777 -21,238	-31%	-$649K	0.32%	60
2023 Q2	$2.13M	Buy	69,015 +2,630	+4%	+$80.5K	0.4%	46
2023 Q1	$2.07M	Buy	66,385 +3,757	+6%	+$121K	0.41%	52
2022 Q4	$1.91M	Sell	62,628 -22,495	-26%	-$700K	0.4%	54
2022 Q3	$2.7M	Sell	85,123 -63	-0.1%	-$2.11K	0.57%	33
2022 Q2	$2.8M	Sell	85,186 -5,428	-6%	-$184K	0.56%	34
2022 Q1	$3.3M	Sell	90,614 -1,995	-2%	-$73.4K	0.54%	39
2021 Q4	$3.65M	Buy	92,609 +4,057	+5%	+$158K	0.57%	36
2021 Q3	$3.44M	Buy	88,552 +5,681	+7%	+$223K	0.57%	33
2021 Q2	$3.26M	Buy	82,871 +2,623	+3%	+$102K	0.57%	36
2021 Q1	$3.08M	Sell	80,248 -33,658	-30%	-$1.28M	0.61%	34
2020 Q4	$4.39M	Buy	113,906 +5,235	+5%	+$196K	0.92%	17
2020 Q3	$3.96M	Buy	108,671 +3,024	+3%	+$109K	0.91%	19
2020 Q2	$3.65M	Sell	105,647 -3,428	-3%	-$117K	0.86%	18
2020 Q1	$3.4M	Buy	109,075 +653	+0.6%	+$23.4K	0.97%	17
2019 Q4	$3.99M	Buy	108,422 +32,697	+43%	+$1.22M	0.97%	18
2019 Q3	$2.76M	Sell	75,725 -28,706	-27%	-$1.07M	0.92%	22
2019 Q2	$3.85M	Sell	104,431 -1,881	-2%	-$68.9K	1.09%	17
2019 Q1	$3.8M	Buy	106,312 +30,706	+41%	+$1.1M	1.09%	16
2018 Q4	$2.52M	Sell	75,606 -6,072	-7%	-$215K	0.81%	23
2018 Q3	$2.88M	Sell	81,678 -12,880	-14%	-$483K	0.94%	20
2018 Q2	$3.49M	Sell	94,558 -4,057	-4%	-$151K	1.15%	16
2018 Q1	$3.63M	Sell	98,615 -609	-0.6%	-$22.9K	1.26%	13
2017 Q4	$3.7M	Buy	99,224 +7,912	+9%	+$304K	1.29%	14
2017 Q3	$3.47M	Buy	91,312 +2,272	+3%	+$88.5K	1.46%	12
2017 Q2	$3.41M	Sell	89,040 -2,994	-3%	-$117K	1.68%	11
2017 Q1	$3.48M	Sell	92,034 -1,445	-2%	-$55.2K	1.78%	9
2016 Q4	$3.41M	Buy	+93,479	New	+$3.55M	1.8%	10

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

HCR Wealth Advisors's PFF Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 28,769 shares worth $877K. The position accounts for 0.08% of the portfolio, ranked #120.

HCR Wealth Advisors first reported a position in PFF in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.39M in Q4 2020. 205 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

HCR Wealth Advisors held 28,769 shares of iShares Preferred and Income Securities ETF worth $877K as of Q2 2026.
HCR Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.08% of HCR Wealth Advisors's portfolio in Q2 2026, its #120 holding.
HCR Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 39 quarters since.
HCR Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $4.39M in Q4 2020.
205 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.