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

Integris 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	$726K	Buy	23,820 +321	+1%	+$10K	0.15%	53
2026 Q1	$712K	Buy	23,499 +443	+2%	+$13.9K	0.16%	44
2025 Q4	$714K	Buy	23,056 +472	+2%	+$14.7K	0.16%	48
2025 Q3	$714K	Hold	22,584	–	–	0.17%	48
2025 Q2	$693K	Sell	22,584 -6,327	-22%	-$190K	0.18%	45
2025 Q1	$888K	Buy	28,911 +1,327	+5%	+$41.8K	0.25%	32
2024 Q4	$867K	Buy	27,584 +1,235	+5%	+$40.3K	0.24%	34
2024 Q3	$876K	Buy	26,349 +4,688	+22%	+$151K	0.24%	33
2024 Q2	$683K	Buy	21,661 +348	+2%	+$11K	0.2%	38
2024 Q1	$687K	Sell	21,313 -332	-2%	-$10.6K	0.19%	40
2023 Q4	$675K	Sell	21,645 -263	-1%	-$7.86K	0.2%	40
2023 Q3	$661K	Hold	21,908	–	–	0.22%	39
2023 Q2	$678K	Buy	21,908 +1,075	+5%	+$32.9K	0.24%	36
2023 Q1	$650K	Sell	20,833 -29	-0.1%	-$931	0.24%	37
2022 Q4	$637K	Buy	+20,862	New	+$649K	0.25%	35

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Integris Wealth Management's PFF Position: Q2 2026 in Review

Integris Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, buying an estimated $10K and bringing the position to 23,820 shares worth $726K. The position accounts for 0.15% of the portfolio, ranked #53.

Integris Wealth Management first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $888K in Q1 2025. 240 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Integris Wealth Management held 23,820 shares of iShares Preferred and Income Securities ETF worth $726K as of Q2 2026.
Integris Wealth Management bought 321 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $10K.
iShares Preferred and Income Securities ETF made up 0.15% of Integris Wealth Management's portfolio in Q2 2026, its #53 holding.
Integris Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
Integris Wealth Management's iShares Preferred and Income Securities ETF position peaked at $888K in Q1 2025.
240 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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