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Insight Wealth Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Insight Wealth Strategies’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 		$4.71M Sell
154,475
-70,796
-31% -$2.21M 0.46% 74
2026
Q1 		$6.83M Sell
225,271
-349,772
-61% -$11M 0.76% 40
2025
Q4 		$17.8M Sell
575,043
-326,037
-36% -$10.2M 2.04% 12
2025
Q3 		$28.5M Buy
901,080
+16,629
+2% +$523K 3.36% 3
2025
Q2 		$27.1M Buy
884,451
+90,530
+11% +$2.72M 3.43% 3
2025
Q1 		$24.4M Buy
793,921
+115,021
+17% +$3.63M 3.28% 6
2024
Q4 		$21.3M Sell
678,900
-6,379
-0.9% -$208K 2.86% 11
2024
Q3 		$22.8M Sell
685,279
-287,911
-30% -$9.27M 3% 11
2024
Q2 		$30.7M Buy
973,190
+13,172
+1% +$415K 4.37% 2
2024
Q1 		$30.9M Buy
960,018
+11,422
+1% +$364K 4.54% 1
2023
Q4 		$29.6M Buy
948,596
+84,208
+10% +$2.52M 4.78% 1
2023
Q3 		$26.1M Buy
864,388
+12,756
+1% +$390K 5.03% 2
2023
Q2 		$26.3M Buy
851,632
+14,907
+2% +$456K 5.04% 2
2023
Q1 		$26.1M Sell
836,725
-31,148
-4% -$1M 5.12% 3
2022
Q4 		$26.5M Buy
867,873
+19,414
+2% +$604K 5.12% 2
2022
Q3 		$27.9M Hold
848,459
– – 5.18% 1
2022
Q2 		$27.9M Buy
848,459
+103,738
+14% +$3.51M 5.18% 1
2022
Q1 		$27.1M Buy
744,721
+132,529
+22% +$4.87M 4% 8
2021
Q4 		$24.1M Sell
612,192
-115,354
-16% -$4.48M 3.44% 13
2021
Q3 		$28.2M Buy
727,546
+10,352
+1% +$406K 3.97% 7
2021
Q2 		$28.2M Sell
717,194
-33,435
-4% -$1.3M 4.01% 5
2021
Q1 		$28.8M Sell
750,629
-9,162
-1% -$348K 3.86% 5
2020
Q4 		$29.3M Buy
759,791
+20,148
+3% +$753K 4.97% 3
2020
Q3 		$27M Buy
739,643
+9,042
+1% +$325K 5% 2
2020
Q2 		$25.3M Sell
730,601
-1,556
-0.2% -$53K 5.63% 6
2020
Q1 		$23.3M Buy
732,157
+596,340
+439% +$21.4M 6.2% 6
2019
Q4 		$5.11M Buy
135,817
+65,976
+94% +$2.46M 1.08% 19
2019
Q3 		$2.62M Sell
69,841
-23,456
-25% -$873K 0.62% 28
2019
Q2 		$3.44M Buy
93,297
+5,924
+7% +$217K 0.84% 23
2019
Q1 		$3.19M Buy
87,373
+12,016
+16% +$432K 0.89% 20
2018
Q4 		$2.58M Buy
+75,357
New +$2.67M 0.79% 20

Other funds holding PFF

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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
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

Insight Wealth Strategies's PFF Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares Preferred and Income Securities ETF (PFF) stake by 31% in Q2 2026, selling an estimated $2.21M and leaving 154,475 shares worth $4.71M. The position accounts for 0.46% of the portfolio, ranked #74.

Insight Wealth Strategies first reported a position in PFF in Q4 2018 and has held it in 31 quarters since. The position peaked at $30.9M in Q1 2024. 419 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Insight Wealth Strategies held 154,475 shares of iShares Preferred and Income Securities ETF worth $4.71M as of Q2 2026.
  • Insight Wealth Strategies sold 70,796 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.21M.
  • iShares Preferred and Income Securities ETF made up 0.46% of Insight Wealth Strategies's portfolio in Q2 2026, its #74 holding.
  • Insight Wealth Strategies first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Preferred and Income Securities ETF position peaked at $30.9M in Q1 2024.
  • 419 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.