Hohimer Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
73,614
+1,000
+1% +$30.7K 0.4% 74
2025
Q1
$2.23M Sell
72,614
-988
-1% -$30.4K 0.43% 76
2024
Q4
$2.31M Sell
73,602
-10,460
-12% -$329K 0.44% 77
2024
Q3
$2.79M Buy
84,062
+625
+0.7% +$20.8K 0.6% 71
2024
Q2
$2.63M Sell
83,437
-210
-0.3% -$6.63K 0.61% 69
2024
Q1
$2.7M Buy
83,647
+13,981
+20% +$451K 0.63% 60
2023
Q4
$2.17M Buy
69,666
+62,000
+809% +$1.93M 0.55% 63
2023
Q3
$231K Sell
7,666
-69
-0.9% -$2.08K 0.07% 177
2023
Q2
$239K Sell
7,735
-160
-2% -$4.95K 0.07% 173
2023
Q1
$246K Sell
7,895
-142
-2% -$4.43K 0.07% 168
2022
Q4
$245K Sell
8,037
-3,623
-31% -$111K 0.08% 143
2022
Q3
$369K Hold
11,660
0.12% 145
2022
Q2
$383K Sell
11,660
-1,172
-9% -$38.5K 0.11% 153
2022
Q1
$467K Sell
12,832
-1,128
-8% -$41.1K 0.09% 150
2021
Q4
$550K Sell
13,960
-5,523
-28% -$218K 0.12% 140
2021
Q3
$756K Sell
19,483
-417
-2% -$16.2K 0.16% 132
2021
Q2
$783K Buy
19,900
+220
+1% +$8.66K 0.16% 133
2021
Q1
$756K Buy
19,680
+2,465
+14% +$94.7K 0.18% 125
2020
Q4
$663K Buy
17,215
+1,435
+9% +$55.3K 0.18% 133
2020
Q3
$578K Buy
15,780
+295
+2% +$10.8K 0.16% 136
2020
Q2
$536K Buy
15,485
+2,794
+22% +$96.7K 0.18% 137
2020
Q1
$433K Buy
12,691
+109
+0.9% +$3.72K 0.18% 150
2019
Q4
$473K Buy
+12,582
New +$473K 0.16% 177