Joel Isaacson & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Joel Isaacson & Co’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$299K	Sell	9,744 -411	-4%	-$12.6K	0.01%	333
2025 Q1	$312K	Buy	10,155 +60	+0.6%	+$1.84K	0.01%	311
2024 Q4	$317K	Sell	10,095 -6,787	-40%	-$213K	0.01%	290
2024 Q3	$561K	Sell	16,882 -57	-0.3%	-$1.89K	0.03%	202
2024 Q2	$534K	Buy	16,939 +115	+0.7%	+$3.63K	0.03%	203
2024 Q1	$542K	Buy	16,824 +682	+4%	+$22K	0.03%	200
2023 Q4	$503K	Sell	16,142 -1,653	-9%	-$51.6K	0.03%	187
2023 Q3	$537K	Sell	17,795 -1,676	-9%	-$50.5K	0.04%	177
2023 Q2	$602K	Sell	19,471 -1,753	-8%	-$54.2K	0.04%	166
2023 Q1	$663K	Sell	21,224 -20,955	-50%	-$654K	0.05%	151
2022 Q4	$1.29M	Sell	42,179 -7,711	-15%	-$235K	0.1%	91
2022 Q3	$1.58M	Buy	49,890 +374	+0.8%	+$11.8K	0.14%	72
2022 Q2	$1.63M	Buy	49,516 +1,223	+3%	+$40.2K	0.14%	72
2022 Q1	$1.68M	Buy	48,293 +3,744	+8%	+$130K	0.12%	77
2021 Q4	$1.76M	Buy	44,549 +20,718	+87%	+$817K	0.12%	82
2021 Q3	$925K	Buy	23,831 +21	+0.1%	+$815	0.07%	119
2021 Q2	$937K	Buy	23,810 +21	+0.1%	+$826	0.07%	113
2021 Q1	$913K	Buy	23,789 +3,764	+19%	+$144K	0.08%	105
2020 Q4	$771K	Buy	20,025 +13,025	+186%	+$501K	0.08%	108
2020 Q3	$255K	Buy	+7,000	New	+$255K	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%	+$6.32K	0.02%	261
2015 Q3	$71K	Buy	1,838 +838	+84%	+$32.4K	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%	-$44.4K	0.01%	309
2013 Q3	$84K	Hold	2,200	–	–	0.03%	199
2013 Q2	$86K	Buy	+2,200	New	+$86K	0.04%	160