IWA
PFF icon

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

Icon 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
2024
Q2 		– Sell
-6,006
Closed -$194K – 483
2024
Q1 		$194K Sell
6,006
-176
-3% -$5.61K 0.02% 345
2023
Q4 		$193K Buy
+6,182
New +$185K 0.02% 326
2022
Q4 		$525K Sell
17,207
-2,768
-14% -$86.1K 0.06% 190
2022
Q3 		$633K Buy
+19,975
New +$670K 0.08% 171

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Advisors's PFF Position: Q2 2024 in Review

Icon Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 6,006 shares — an estimated $194K sold.

Icon Wealth Advisors first reported a position in PFF in Q3 2022 and held it in 4 quarters. The position peaked at $633K in Q3 2022. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

  • Icon Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 6,006 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $194K.
  • Icon Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and held it in 4 quarters.
  • Icon Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $633K in Q3 2022.
  • 1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.