Institute for Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Institute for 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
2026 Q2	$482K	Buy	+15,799	New	+$492K	0.04%	333
2020 Q1	–	Sell	-664	Closed	-$25K	–	590
2019 Q4	$25K	Buy	+664	New	+$24.8K	0.01%	553
2018 Q4	–	Sell	-11,097	Closed	-$418K	–	321
2018 Q3	$418K	Buy	+11,097	New	+$416K	0.14%	175
2017 Q4	–	Sell	-8,038	Closed	-$312K	–	412
2017 Q3	$312K	Buy	8,038 +1,798	+29%	+$70.1K	0.1%	226
2017 Q2	$245K	Buy	+6,240	New	+$243K	0.07%	341

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Institute for Wealth Management's PFF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 15,799 shares worth $482K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PFF as recently as Q4 2019.

Institute for Wealth Management first reported a position in PFF in Q2 2017 and has held it in 5 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Institute for Wealth Management held 15,799 shares of iShares Preferred and Income Securities ETF worth $482K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #333 holding.
Institute for Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and has held it in 5 quarters since.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.