James Investment Research’s iShares Preferred and Income Securities ETF PFF Stock Holding History

James Investment Research’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
2025 Q1	–	Sell	-6,694	Closed	-$210K	–	343
2024 Q4	$210K	Buy	+6,694	New	+$219K	0.03%	298
2024 Q3	–	Sell	-6,416	Closed	-$202K	–	341
2024 Q2	$202K	Buy	+6,416	New	+$202K	0.02%	295
2023 Q4	–	Sell	-8,600	Closed	-$259K	–	314
2023 Q3	$259K	Hold	8,600	–	–	0.03%	243
2023 Q2	$266K	Buy	+8,600	New	+$263K	0.03%	236
2013 Q3	–	Sell	-3,750	Closed	-$147K	–	537
2013 Q2	$147K	Buy	+3,750	New	+$151K	0.01%	314

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

James Investment Research's PFF Position: Q1 2025 in Review

James Investment Research sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 6,694 shares — an estimated $210K sold.

James Investment Research first reported a position in PFF in Q2 2013 and held it in 5 quarters. The position peaked at $266K in Q2 2023. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

James Investment Research reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
James Investment Research sold 6,694 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $210K.
James Investment Research first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 5 quarters.
James Investment Research's iShares Preferred and Income Securities ETF position peaked at $266K in Q2 2023.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on James Investment Research's 13F filing for Q1 2025, filed 2 May 2025.