IWA
IBEX Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
67,940
-35,987
| -35% | -$1.1M | 0.22% | 79 |
|
|
2025
Q1 | $3.19M | Sell |
103,927
-15,520
| -13% | -$477K | 0.42% | 69 |
|
|
2024
Q4 | $3.76M | Buy |
+119,447
| New | +$3.76M | 0.44% | 68 |
|
|
2023
Q1 | – | Sell |
-106,715
| Closed | -$3.26M | – | 148 |
|
|
2022
Q4 | $3.26M | Sell |
106,715
-11,778
| -10% | -$360K | 0.74% | 46 |
|
|
2022
Q3 | $3.75M | Buy |
118,493
+18,781
| +19% | +$595K | 0.98% | 36 |
|
|
2022
Q2 | $3.28M | Sell |
99,712
-1,918
| -2% | -$63.1K | 0.76% | 48 |
|
|
2022
Q1 | $3.7M | Sell |
101,630
-4,593
| -4% | -$167K | 0.71% | 49 |
|
|
2021
Q4 | $4.19M | Sell |
106,223
-16,202
| -13% | -$639K | 0.74% | 52 |
|
|
2021
Q3 | $4.75M | Sell |
122,425
-1,110
| -0.9% | -$43.1K | 0.91% | 34 |
|
|
2021
Q2 | $4.86M | Sell |
123,535
-9,044
| -7% | -$356K | 0.97% | 35 |
|
|
2021
Q1 | $5.09M | Sell |
132,579
-15,533
| -10% | -$596K | 1.26% | 23 |
|
|
2020
Q4 | $5.7M | Buy |
148,112
+5,370
| +4% | +$207K | 1.49% | 20 |
|
|
2020
Q3 | $5.2M | Buy |
142,742
+3,430
| +2% | +$125K | 1.51% | 22 |
|
|
2020
Q2 | $4.83M | Buy |
139,312
+11,704
| +9% | +$405K | 1.55% | 18 |
|
|
2020
Q1 | $4.06M | Buy |
127,608
+4,501
| +4% | +$143K | 1.58% | 20 |
|
|
2019
Q4 | $4.63M | Buy |
123,107
+3,616
| +3% | +$136K | 1.42% | 22 |
|
|
2019
Q3 | $4.48M | Sell |
119,491
-387
| -0.3% | -$14.5K | 1.49% | 20 |
|
|
2019
Q2 | $4.42M | Buy |
119,878
+14,815
| +14% | +$546K | 1.27% | 18 |
|
|
2019
Q1 | $3.84M | Buy |
105,063
+3,760
| +4% | +$137K | 1.35% | 22 |
|
|
2018
Q4 | $3.47M | Sell |
101,303
-10,347
| -9% | -$354K | 1.58% | 20 |
|
|
2018
Q3 | $4.1M | Buy |
111,650
+4,372
| +4% | +$160K | 1.47% | 27 |
|
|
2018
Q2 | $4M | Hold |
107,278
| – | – | 1.6% | 21 |
|
|
2018
Q1 | $4M | Buy |
+107,278
| New | +$4M | 1.62% | 21 |
|
|
2017
Q4 | – | Sell |
-104,631
| Closed | -$4.01M | – | 123 |
|
|
2017
Q3 | $4.01M | Buy |
104,631
+5,798
| +6% | +$222K | 1.49% | 21 |
|
|
2017
Q2 | $3.86M | Buy |
+98,833
| New | +$3.86M | 1.52% | 17 |
|
|
2017
Q1 | – | Sell |
-81,413
| Closed | -$3.07M | – | 289 |
|
|
2016
Q4 | $3.07M | Sell |
81,413
-47,917
| -37% | -$1.81M | 1.47% | 20 |
|
|
2016
Q3 | $5.11M | Buy |
+129,330
| New | +$5.11M | 2.8% | 4 |
|