IWS
Insight Wealth Strategies’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 | $27.1M | Buy |
884,451
+90,530
| +11% | +$2.78M | 3.43% | 3 |
|
|
2025
Q1 | $24.4M | Buy |
793,921
+115,021
| +17% | +$3.53M | 3.28% | 6 |
|
|
2024
Q4 | $21.3M | Sell |
678,900
-6,379
| -0.9% | -$201K | 2.86% | 11 |
|
|
2024
Q3 | $22.8M | Sell |
685,279
-287,911
| -30% | -$9.57M | 3% | 11 |
|
|
2024
Q2 | $30.7M | Buy |
973,190
+13,172
| +1% | +$416K | 4.37% | 2 |
|
|
2024
Q1 | $30.9M | Buy |
960,018
+11,422
| +1% | +$368K | 4.54% | 1 |
|
|
2023
Q4 | $29.6M | Buy |
948,596
+84,208
| +10% | +$2.63M | 4.78% | 1 |
|
|
2023
Q3 | $26.1M | Buy |
864,388
+12,756
| +1% | +$385K | 5.03% | 2 |
|
|
2023
Q2 | $26.3M | Buy |
851,632
+14,907
| +2% | +$461K | 5.04% | 2 |
|
|
2023
Q1 | $26.1M | Sell |
836,725
-31,148
| -4% | -$972K | 5.12% | 3 |
|
|
2022
Q4 | $26.5M | Buy |
867,873
+19,414
| +2% | +$593K | 5.12% | 2 |
|
|
2022
Q3 | $27.9M | Hold |
848,459
| – | – | 5.18% | 1 |
|
|
2022
Q2 | $27.9M | Buy |
848,459
+103,738
| +14% | +$3.41M | 5.18% | 1 |
|
|
2022
Q1 | $27.1M | Buy |
744,721
+132,529
| +22% | +$4.83M | 4% | 8 |
|
|
2021
Q4 | $24.1M | Sell |
612,192
-115,354
| -16% | -$4.55M | 3.44% | 13 |
|
|
2021
Q3 | $28.2M | Buy |
727,546
+10,352
| +1% | +$402K | 3.97% | 7 |
|
|
2021
Q2 | $28.2M | Sell |
717,194
-33,435
| -4% | -$1.32M | 4.01% | 5 |
|
|
2021
Q1 | $28.8M | Sell |
750,629
-9,162
| -1% | -$352K | 3.86% | 5 |
|
|
2020
Q4 | $29.3M | Buy |
759,791
+20,148
| +3% | +$776K | 4.97% | 3 |
|
|
2020
Q3 | $27M | Buy |
739,643
+9,042
| +1% | +$330K | 5% | 2 |
|
|
2020
Q2 | $25.3M | Sell |
730,601
-1,556
| -0.2% | -$53.9K | 5.63% | 6 |
|
|
2020
Q1 | $23.3M | Buy |
732,157
+596,340
| +439% | +$19M | 6.2% | 6 |
|
|
2019
Q4 | $5.11M | Buy |
135,817
+65,976
| +94% | +$2.48M | 1.08% | 19 |
|
|
2019
Q3 | $2.62M | Sell |
69,841
-23,456
| -25% | -$880K | 0.62% | 28 |
|
|
2019
Q2 | $3.44M | Buy |
93,297
+5,924
| +7% | +$218K | 0.84% | 23 |
|
|
2019
Q1 | $3.19M | Buy |
87,373
+12,016
| +16% | +$439K | 0.89% | 20 |
|
|
2018
Q4 | $2.58M | Buy |
+75,357
| New | +$2.58M | 0.79% | 20 |
|