Investment House LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,448
Closed -$234K 222
2024
Q4
$234K Hold
7,448
0.01% 191
2024
Q3
$247K Hold
7,448
0.01% 196
2024
Q2
$235K Hold
7,448
0.01% 196
2024
Q1
$240K Hold
7,448
0.01% 200
2023
Q4
$232K Sell
7,448
-44,317
-86% -$1.38M 0.02% 184
2023
Q3
$1.56M Buy
51,765
+336
+0.7% +$10.1K 0.12% 97
2023
Q2
$1.59M Buy
51,429
+41,535
+420% +$1.28M 0.12% 96
2023
Q1
$309K Hold
9,894
0.03% 167
2022
Q4
$302K Hold
9,894
0.03% 155
2022
Q3
$313K Hold
9,894
0.03% 153
2022
Q2
$325K Hold
9,894
0.03% 141
2022
Q1
$360K Sell
9,894
-493
-5% -$17.9K 0.03% 152
2021
Q4
$410K Buy
10,387
+4
+0% +$158 0.03% 148
2021
Q3
$403K Buy
10,383
+5
+0% +$194 0.03% 152
2021
Q2
$408K Buy
10,378
+606
+6% +$23.8K 0.03% 157
2021
Q1
$375K Sell
9,772
-696
-7% -$26.7K 0.03% 158
2020
Q4
$403K Buy
10,468
+625
+6% +$24.1K 0.03% 172
2020
Q3
$359K Sell
9,843
-145
-1% -$5.29K 0.03% 163
2020
Q2
$346K Hold
9,988
0.03% 154
2020
Q1
$318K Hold
9,988
0.04% 137
2019
Q4
$375K Sell
9,988
-70
-0.7% -$2.63K 0.03% 168
2019
Q3
$377K Hold
10,058
0.04% 153
2019
Q2
$371K Hold
10,058
0.04% 152
2019
Q1
$368K Hold
10,058
0.04% 147
2018
Q4
$344K Sell
10,058
-82
-0.8% -$2.81K 0.04% 139
2018
Q3
$376K Sell
10,140
-7,455
-42% -$276K 0.04% 147
2018
Q2
$664K Sell
17,595
-300
-2% -$11.3K 0.08% 128
2018
Q1
$672K Buy
17,895
+7,805
+77% +$293K 0.08% 126
2017
Q4
$384K Sell
10,090
-85
-0.8% -$3.24K 0.05% 150
2017
Q3
$395K Buy
10,175
+15
+0.1% +$582 0.05% 145
2017
Q2
$398K Sell
10,160
-1,115
-10% -$43.7K 0.05% 153
2017
Q1
$436K Sell
11,275
-645
-5% -$24.9K 0.06% 146
2016
Q4
$444K Sell
11,920
-1,265
-10% -$47.1K 0.07% 139
2016
Q3
$521K Buy
13,185
+625
+5% +$24.7K 0.08% 136
2016
Q2
$501K Buy
12,560
+2,535
+25% +$101K 0.08% 136
2016
Q1
$391K Buy
10,025
+1,405
+16% +$54.8K 0.06% 146
2015
Q4
$335K Buy
8,620
+380
+5% +$14.8K 0.05% 145
2015
Q3
$318K Buy
8,240
+645
+8% +$24.9K 0.06% 139
2015
Q2
$297K Buy
+7,595
New +$297K 0.05% 143