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Integrated Wealth Concepts’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Integrated Wealth Concepts’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
Q1 		$5.43M Buy
179,158
+164,145
+1,093% +$5.14M 0.04% 395
2025
Q4 		$465K Sell
15,013
-34,391
-70% -$1.07M 0.01% 1132
2025
Q3 		$1.56M Sell
49,404
-1,405
-3% -$44.2K 0.01% 780
2025
Q2 		$1.56M Sell
50,809
-6,057
-11% -$182K 0.02% 718
2025
Q1 		$1.75M Sell
56,866
-4,934
-8% -$156K 0.02% 610
2024
Q4 		$1.94M Sell
61,800
-4,045
-6% -$132K 0.02% 565
2024
Q3 		$2.19M Buy
65,845
+493
+0.8% +$15.9K 0.03% 520
2024
Q2 		$2.06M Buy
65,352
+544
+0.8% +$17.1K 0.03% 504
2024
Q1 		$2.09M Buy
64,808
+12,232
+23% +$390K 0.03% 507
2023
Q4 		$1.64M Buy
52,576
+3,971
+8% +$119K 0.03% 551
2023
Q3 		$1.47M Buy
48,605
+394
+0.8% +$12K 0.03% 553
2023
Q2 		$1.49M Buy
48,211
+2,081
+5% +$63.7K 0.03% 547
2023
Q1 		$1.44M Buy
46,130
+27,023
+141% +$868K 0.03% 500
2022
Q4 		$583K Sell
19,107
-3,531
-16% -$110K 0.02% 611
2022
Q3 		$717K Sell
22,638
-76
-0.3% -$2.55K 0.02% 492
2022
Q2 		$747K Sell
22,714
-4,940
-18% -$167K 0.02% 487
2022
Q1 		$1.01M Sell
27,654
-548,123
-95% -$20.2M 0.03% 391
2021
Q4 		$22.7M Buy
575,777
+27,330
+5% +$1.06M 0.68% 33
2021
Q3 		$21.3M Buy
548,447
+25,804
+5% +$1.01M 0.69% 34
2021
Q2 		$20.6M Buy
522,643
+507,706
+3,399% +$19.7M 0.73% 35
2021
Q1 		$574K Buy
14,937
+5,101
+52% +$193K 0.02% 448
2020
Q4 		$379K Buy
9,836
+602
+7% +$22.5K 0.02% 467
2020
Q3 		$337K Buy
9,234
+1,164
+14% +$41.9K 0.02% 426
2020
Q2 		$280K Buy
+8,070
New +$275K 0.02% 423
2020
Q1 		– Sell
-7,370
Closed -$277K – 464
2019
Q4 		$277K Sell
7,370
-2,487
-25% -$92.8K 0.02% 379
2019
Q3 		$370K Sell
9,857
-6,184
-39% -$230K 0.04% 259
2019
Q2 		$329K Buy
16,041
+7,807
+95% +$286K 0.04% 254
2019
Q1 		$301K Sell
8,234
-1,742
-17% -$62.6K 0.05% 237
2018
Q4 		$341K Sell
9,976
-1,059
-10% -$37.5K 0.09% 171
2018
Q3 		$405K Sell
11,035
-2,159
-16% -$81K 0.12% 140
2018
Q2 		$500K Buy
13,194
+1,836
+16% +$68.4K 0.17% 110
2018
Q1 		$423K Buy
11,358
+745
+7% +$28K 0.17% 114
2017
Q4 		$104K Buy
+10,613
New +$407K 0.04% 190

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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts's PFF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Preferred and Income Securities ETF (PFF) stake by 1,093% in Q1 2026, buying an estimated $5.14M and bringing the position to 179,158 shares worth $5.43M. The position accounts for 0.04% of the portfolio, ranked #395.

Integrated Wealth Concepts first reported a position in PFF in Q4 2017 and has held it in 33 quarters since. The position peaked at $22.7M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Integrated Wealth Concepts held 179,158 shares of iShares Preferred and Income Securities ETF worth $5.43M as of Q1 2026.
  • Integrated Wealth Concepts bought 164,145 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $5.14M.
  • iShares Preferred and Income Securities ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #395 holding.
  • Integrated Wealth Concepts first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 33 quarters since.
  • Integrated Wealth Concepts's iShares Preferred and Income Securities ETF position peaked at $22.7M in Q4 2021.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.