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

ICA Group Wealth 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
2024 Q2	$16.8K	Sell	531 -1,619	-75%	-$51K	0.01%	394
2024 Q1	$69.3K	Sell	2,150 -102	-5%	-$3.25K	0.01%	484
2023 Q4	$70.2K	Buy	+2,252	New	+$67.3K	0.02%	438
2023 Q3	–	Sell	-3,346	Closed	-$103K	–	932
2023 Q2	$103K	Buy	3,346 +1,494	+81%	+$45.7K	0.03%	326
2023 Q1	$57.8K	Sell	1,852 -6,453	-78%	-$207K	0.01%	456
2022 Q4	$254K	Sell	8,305 -4,589	-36%	-$143K	0.06%	224
2022 Q3	$408K	Sell	12,894 -52	-0.4%	-$1.74K	0.09%	215
2022 Q2	$445K	Sell	12,946 -443	-3%	-$15K	0.08%	209
2022 Q1	$461K	Buy	+13,389	New	+$492K	0.09%	201

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICA Group Wealth Management's PFF Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 75% in Q2 2024, selling an estimated $51K and leaving 531 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #394.

ICA Group Wealth Management first reported a position in PFF in Q1 2022 and has held it in 9 quarters since. The position peaked at $461K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

ICA Group Wealth Management held 531 shares of iShares Preferred and Income Securities ETF worth $16.8K as of Q2 2024.
ICA Group Wealth Management sold 1,619 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $51K.
iShares Preferred and Income Securities ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #394 holding.
ICA Group Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's iShares Preferred and Income Securities ETF position peaked at $461K in Q1 2022.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.