Joel Isaacson & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $269K | Buy |
8,829
+45
| +0.5% | +$1.4K | 0.01% | 399 |
|
|
2026
Q1 | $266K | Buy |
8,784
+22
| +0.3% | +$689 | 0.01% | 380 |
|
|
2025
Q4 | $271K | Sell |
8,762
-4,337
| -33% | -$135K | 0.01% | 381 |
|
|
2025
Q3 | $414K | Buy |
13,099
+3,355
| +34% | +$105K | 0.01% | 299 |
|
|
2025
Q2 | $299K | Sell |
9,744
-411
| -4% | -$12.4K | 0.01% | 333 |
|
|
2025
Q1 | $312K | Buy |
10,155
+60
| +0.6% | +$1.89K | 0.01% | 311 |
|
|
2024
Q4 | $317K | Sell |
10,095
-6,787
| -40% | -$222K | 0.01% | 290 |
|
|
2024
Q3 | $561K | Sell |
16,882
-57
| -0.3% | -$1.83K | 0.03% | 202 |
|
|
2024
Q2 | $534K | Buy |
16,939
+115
| +0.7% | +$3.62K | 0.03% | 203 |
|
|
2024
Q1 | $542K | Buy |
16,824
+682
| +4% | +$21.7K | 0.03% | 200 |
|
|
2023
Q4 | $503K | Sell |
16,142
-1,653
| -9% | -$49.4K | 0.03% | 187 |
|
|
2023
Q3 | $537K | Sell |
17,795
-1,676
| -9% | -$51.2K | 0.04% | 177 |
|
|
2023
Q2 | $602K | Sell |
19,471
-1,753
| -8% | -$53.6K | 0.04% | 166 |
|
|
2023
Q1 | $663K | Sell |
21,224
-20,955
| -50% | -$673K | 0.05% | 151 |
|
|
2022
Q4 | $1.29M | Sell |
42,179
-7,711
| -15% | -$240K | 0.1% | 91 |
|
|
2022
Q3 | $1.58M | Buy |
49,890
+374
| +0.8% | +$12.5K | 0.14% | 72 |
|
|
2022
Q2 | $1.63M | Buy |
49,516
+1,223
| +3% | +$41.4K | 0.14% | 72 |
|
|
2022
Q1 | $1.68M | Buy |
48,293
+3,744
| +8% | +$138K | 0.12% | 77 |
|
|
2021
Q4 | $1.76M | Buy |
44,549
+20,718
| +87% | +$805K | 0.12% | 82 |
|
|
2021
Q3 | $925K | Buy |
23,831
+21
| +0.1% | +$824 | 0.07% | 119 |
|
|
2021
Q2 | $937K | Buy |
23,810
+21
| +0.1% | +$813 | 0.07% | 113 |
|
|
2021
Q1 | $913K | Buy |
23,789
+3,764
| +19% | +$143K | 0.08% | 105 |
|
|
2020
Q4 | $771K | Buy |
20,025
+13,025
| +186% | +$487K | 0.08% | 108 |
|
|
2020
Q3 | $255K | Buy |
+7,000
| New | +$252K | 0.03% | 194 |
|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$74K | – | 433 |
|
|
2016
Q4 | $74K | Hold |
2,000
| – | – | 0.01% | 260 |
|
|
2016
Q3 | $79K | Hold |
2,000
| – | – | 0.02% | 263 |
|
|
2016
Q2 | $80K | Hold |
2,000
| – | – | 0.02% | 259 |
|
|
2016
Q1 | $78K | Hold |
2,000
| – | – | 0.02% | 273 |
|
|
2015
Q4 | $78K | Buy |
2,000
+162
| +9% | +$6.3K | 0.02% | 261 |
|
|
2015
Q3 | $71K | Buy |
1,838
+838
| +84% | +$32.8K | 0.02% | 270 |
|
|
2015
Q2 | $39K | Hold |
1,000
| – | – | 0.01% | 400 |
|
|
2015
Q1 | $40K | Hold |
1,000
| – | – | 0.01% | 393 |
|
|
2014
Q4 | $39K | Hold |
1,000
| – | – | 0.01% | 361 |
|
|
2014
Q3 | $40K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2014
Q2 | $40K | Hold |
1,000
| – | – | 0.01% | 329 |
|
|
2014
Q1 | $39K | Hold |
1,000
| – | – | 0.01% | 326 |
|
|
2013
Q4 | $37K | Sell |
1,000
-1,200
| -55% | -$45.3K | 0.01% | 309 |
|
|
2013
Q3 | $84K | Hold |
2,200
| – | – | 0.03% | 199 |
|
|
2013
Q2 | $86K | Buy |
+2,200
| New | +$88.4K | 0.04% | 160 |
|
Other funds holding PFF
FIB
CCWA
GT
Joel Isaacson & Co's PFF Position: Q2 2026 in Review
Joel Isaacson & Co increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.51% in Q2 2026, buying an estimated $1.4K and bringing the position to 8,829 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #399.
Joel Isaacson & Co first reported a position in PFF in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.76M in Q4 2021. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Joel Isaacson & Co held 8,829 shares of iShares Preferred and Income Securities ETF worth $269K as of Q2 2026.
- Joel Isaacson & Co bought 45 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.4K.
- iShares Preferred and Income Securities ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #399 holding.
- Joel Isaacson & Co first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 39 quarters since.
- Joel Isaacson & Co's iShares Preferred and Income Securities ETF position peaked at $1.76M in Q4 2021.
- 639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.