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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Institute for Wealth Management's PFF Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2020, closing a stake of 664 shares — an estimated $25K sold.

Institute for Wealth Management first reported a position in PFF in Q2 2017 and held it in 4 quarters. The position peaked at $418K in Q3 2018. 790 funds tracked by Wall St. Rank hold PFF as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 664 iShares Preferred and Income Securities ETF shares in Q1 2020, an estimated $25K.
  • Institute for Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's iShares Preferred and Income Securities ETF position peaked at $418K in Q3 2018.
  • 790 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.