Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kovitz Investment Group Partners’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
Q3 		$3.95M Buy
2025
Q2 		$3.72M Sell
2025
Q1 		$6.83M Sell
2024
Q4 		$7.15M Sell
2024
Q3 		$7.52M Buy
2024
Q2 		$6.71M Buy
2024
Q1 		$208K Buy