IWM
Integrated Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.01M | Buy |
103,657
+6,866
| +7% | +$266K | 1.34% | 16 |
|
|
2016
Q4 | $3.6M | Buy |
96,791
+14,947
| +18% | +$556K | 1.34% | 17 |
|
|
2016
Q3 | $3.23M | Buy |
81,844
+63,027
| +335% | +$2.49M | 1.16% | 17 |
|
|
2016
Q2 | $751K | Buy |
18,817
+8,658
| +85% | +$346K | 0.29% | 73 |
|
|
2016
Q1 | $397K | Sell |
10,159
-1,428
| -12% | -$55.8K | 0.17% | 117 |
|
|
2015
Q4 | $450K | Buy |
11,587
+101
| +0.9% | +$3.92K | 0.19% | 105 |
|
|
2015
Q3 | $443K | Buy |
11,486
+793
| +7% | +$30.6K | 0.19% | 104 |
|
|
2015
Q2 | $419K | Buy |
10,693
+2,999
| +39% | +$118K | 0.16% | 114 |
|
|
2015
Q1 | $308K | Buy |
+7,694
| New | +$308K | 0.13% | 135 |
|