JIR
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return