Ironwood Investment Counsel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ironwood Investment Counsel’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
2024 Q1	–	Sell	-19,105	Closed	-$596K	–	263
2023 Q4	$596K	Sell	19,105 -3,359	-15%	-$100K	0.11%	153
2023 Q3	$309K	Buy	+22,464	New	+$687K	0.06%	193
2017 Q4	–	Sell	-6,006	Closed	-$233K	–	149
2017 Q3	$233K	Sell	6,006 -1,939	-24%	-$75.5K	0.09%	133
2017 Q2	$311K	Sell	7,945 -15,911	-67%	-$619K	0.12%	125
2017 Q1	$923K	Sell	23,856 -1,451	-6%	-$55.5K	0.39%	67
2016 Q4	$942K	Buy	25,307 +481	+2%	+$18.3K	0.42%	67
2016 Q3	$981K	Buy	+24,826	New	+$991K	0.46%	59
2016 Q2	–	Sell	-5,620	Closed	-$219K	–	134
2016 Q1	$219K	Buy	+5,620	New	+$215K	0.11%	130
2013 Q4	–	Sell	-6,427	Closed	-$244K	–	131
2013 Q3	$244K	Sell	6,427 -1,400	-18%	-$53.5K	0.16%	95
2013 Q2	$307K	Buy	+7,827	New	+$315K	0.2%	87

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ironwood Investment Counsel's PFF Position: Q1 2024 in Review

Ironwood Investment Counsel sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 19,105 shares — an estimated $596K sold.

Ironwood Investment Counsel first reported a position in PFF in Q2 2013 and held it in 10 quarters. The position peaked at $981K in Q3 2016. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Ironwood Investment Counsel reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Ironwood Investment Counsel sold 19,105 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $596K.
Ironwood Investment Counsel first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 10 quarters.
Ironwood Investment Counsel's iShares Preferred and Income Securities ETF position peaked at $981K in Q3 2016.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Ironwood Investment Counsel's 13F filing for Q1 2024, filed 10 May 2024.