JWA
JFS Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Buy |
466
+3
| +0.6% | +$92 | ﹤0.01% | 748 |
|
|
2025
Q1 | $14.2K | Buy |
463
+3
| +0.7% | +$92 | ﹤0.01% | 764 |
|
|
2024
Q4 | $14.5K | Buy |
460
+4
| +0.9% | +$126 | ﹤0.01% | 738 |
|
|
2024
Q3 | $15.2K | Buy |
456
+2
| +0.4% | +$67 | ﹤0.01% | 715 |
|
|
2024
Q2 | $14.3K | Buy |
454
+3
| +0.7% | +$95 | ﹤0.01% | 683 |
|
|
2024
Q1 | $14.5K | Buy |
451
+266
| +144% | +$8.57K | ﹤0.01% | 700 |
|
|
2023
Q4 | $5.76K | Buy |
185
+5
| +3% | +$156 | ﹤0.01% | 997 |
|
|
2023
Q3 | $5.44K | Buy |
180
+2
| +1% | +$60 | ﹤0.01% | 961 |
|
|
2023
Q2 | $5.5K | Buy |
178
+3
| +2% | +$93 | ﹤0.01% | 959 |
|
|
2023
Q1 | $5.46K | Buy |
175
+2
| +1% | +$62 | ﹤0.01% | 953 |
|
|
2022
Q4 | $5.27K | Sell |
173
-7,200
| -98% | -$219K | ﹤0.01% | 969 |
|
|
2022
Q3 | $233K | Buy |
7,373
+3
| +0% | +$95 | 0.03% | 200 |
|
|
2022
Q2 | $242K | Sell |
7,370
-381
| -5% | -$12.5K | 0.03% | 193 |
|
|
2022
Q1 | $282K | Sell |
7,751
-942
| -11% | -$34.3K | 0.03% | 196 |
|
|
2021
Q4 | $343K | Sell |
8,693
-2,905
| -25% | -$115K | 0.03% | 184 |
|
|
2021
Q3 | $450K | Sell |
11,598
-2,210
| -16% | -$85.7K | 0.05% | 155 |
|
|
2021
Q2 | $543K | Sell |
13,808
-3,279
| -19% | -$129K | 0.08% | 112 |
|
|
2021
Q1 | $656K | Sell |
17,087
-284
| -2% | -$10.9K | 0.13% | 88 |
|
|
2020
Q4 | $669K | Sell |
17,371
-170
| -1% | -$6.55K | 0.14% | 86 |
|
|
2020
Q3 | $639K | Buy |
17,541
+30
| +0.2% | +$1.09K | 0.15% | 84 |
|
|
2020
Q2 | $607K | Buy |
17,511
+232
| +1% | +$8.04K | 0.16% | 84 |
|
|
2020
Q1 | $550K | Sell |
17,279
-1,247
| -7% | -$39.7K | 0.16% | 80 |
|
|
2019
Q4 | $696K | Sell |
18,526
-780
| -4% | -$29.3K | 0.17% | 82 |
|
|
2019
Q3 | $725K | Buy |
19,306
+27
| +0.1% | +$1.01K | 0.18% | 81 |
|
|
2019
Q2 | $710K | Buy |
19,279
+28
| +0.1% | +$1.03K | 0.18% | 83 |
|
|
2019
Q1 | $704K | Buy |
19,251
+19
| +0.1% | +$695 | 0.18% | 82 |
|
|
2018
Q4 | $658K | Buy |
19,232
+41
| +0.2% | +$1.4K | 0.18% | 84 |
|
|
2018
Q3 | $713K | Sell |
19,191
-56
| -0.3% | -$2.08K | 0.18% | 79 |
|
|
2018
Q2 | $726K | Sell |
19,247
-2,389
| -11% | -$90.1K | 0.19% | 75 |
|
|
2018
Q1 | $813K | Buy |
21,636
+18
| +0.1% | +$676 | 0.21% | 69 |
|
|
2017
Q4 | $823K | Sell |
21,618
-3,162
| -13% | -$120K | 0.2% | 71 |
|
|
2017
Q3 | $962K | Buy |
24,780
+8,939
| +56% | +$347K | 0.25% | 66 |
|
|
2017
Q2 | $620K | Sell |
15,841
-1,745
| -10% | -$68.3K | 0.17% | 70 |
|
|
2017
Q1 | $654K | Hold |
17,586
| – | – | 0.18% | 81 |
|
|
2016
Q4 | $654K | Buy |
17,586
+31
| +0.2% | +$1.15K | 0.18% | 81 |
|
|
2016
Q3 | $693K | Buy |
17,555
+21
| +0.1% | +$829 | 0.2% | 76 |
|
|
2016
Q2 | $699K | Sell |
17,534
-120
| -0.7% | -$4.78K | 0.19% | 79 |
|
|
2016
Q1 | $689K | Sell |
17,654
-260
| -1% | -$10.1K | 0.2% | 73 |
|
|
2015
Q4 | $696K | Buy |
17,914
+449
| +3% | +$17.4K | 0.2% | 73 |
|
|
2015
Q3 | $674K | Sell |
17,465
-2,237
| -11% | -$86.3K | 0.3% | 60 |
|
|
2015
Q2 | $772K | Sell |
19,702
-254
| -1% | -$9.95K | 0.4% | 48 |
|
|
2015
Q1 | $800K | Buy |
19,956
+49
| +0.2% | +$1.96K | 0.38% | 48 |
|
|
2014
Q4 | $785K | Sell |
19,907
-547
| -3% | -$21.6K | 0.12% | 39 |
|
|
2014
Q3 | $808K | Buy |
20,454
+47
| +0.2% | +$1.86K | 0.14% | 34 |
|
|
2014
Q2 | $814K | Sell |
20,407
-403
| -2% | -$16.1K | 0.15% | 34 |
|
|
2014
Q1 | $812K | Sell |
20,810
-1,131
| -5% | -$44.1K | 0.45% | 41 |
|
|
2013
Q4 | $808K | Sell |
21,941
-11,401
| -34% | -$420K | 0.35% | 45 |
|
|
2013
Q3 | $1.27M | Buy |
33,342
+1,670
| +5% | +$63.5K | 0.59% | 37 |
|
|
2013
Q2 | $1.24M | Buy |
+31,672
| New | +$1.24M | 0.62% | 38 |
|