Level Four Advisory Services’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
$1.93M Sell
63,177
-23,843
-27% -$743K 0.05% 313
2026
Q1
$2.64M Sell
87,020
-10,244
-11% -$321K 0.09% 264
2025
Q4
$3.01M Sell
97,264
-2,293
-2% -$71.4K 0.1% 228
2025
Q3
$3.15M Sell
99,557
-781
-0.8% -$24.6K 0.11% 216
2025
Q2
$3.08M Sell
100,338
-1,485
-1% -$44.7K 0.11% 217
2025
Q1
$3.13M Buy
101,823
+1,255
+1% +$39.6K 0.13% 198
2024
Q4
$3.16M Buy
100,568
+12,695
+14% +$414K 0.13% 186
2024
Q3
$2.89M Buy
87,873
+17,104
+24% +$550K 0.12% 195
2024
Q2
$2.23M Buy
70,769
+15,857
+29% +$499K 0.1% 219
2024
Q1
$1.71M Hold
54,912
0.09% 228
2023
Q4
$1.71M Sell
54,912
-125
-0.2% -$3.73K 0.1% 225
2023
Q3
$1.66M Sell
55,037
-5,435
-9% -$166K 0.11% 210
2023
Q2
$1.87M Sell
60,472
-42,589
-41% -$1.3M 0.11% 198
2023
Q1
$3.22M Buy
103,061
+12,309
+14% +$395K 0.21% 119
2022
Q4
$2.77M Buy
90,752
+47,567
+110% +$1.48M 0.21% 121
2022
Q3
$1.37M Sell
43,185
-1,252
-3% -$42K 0.13% 168
2022
Q2
$1.46M Sell
44,437
-7,927
-15% -$268K 0.14% 166
2022
Q1
$1.91M Sell
52,364
-1,139
-2% -$41.9K 0.15% 154
2021
Q4
$2.11M Sell
53,503
-3,516
-6% -$137K 0.16% 150
2021
Q3
$2.21M Sell
57,019
-16,896
-23% -$663K 0.23% 113
2021
Q2
$2.91M Buy
73,915
+4,567
+7% +$177K 0.2% 131
2021
Q1
$2.66M Buy
69,348
+9,803
+16% +$372K 0.21% 127
2020
Q4
$2.29M Buy
59,545
+11,358
+24% +$424K 0.18% 135
2020
Q3
$1.76M Sell
48,187
-2,621
-5% -$94.3K 0.14% 161
2020
Q2
$1.76M Sell
50,808
-928
-2% -$31.6K 0.14% 165
2020
Q1
$1.65M Sell
51,736
-124,444
-71% -$4.46M 0.2% 127
2019
Q4
$8.33M Sell
176,180
-5,725
-3% -$214K 0.33% 92
2019
Q3
$6.83M Buy
181,905
+2,161
+1% +$80.4K 0.71% 24
2019
Q2
$6.62M Buy
179,744
+4,835
+3% +$177K 0.67% 25
2019
Q1
$6.39M Sell
174,909
-7,753
-4% -$279K 0.7% 26
2018
Q4
$6.25M Sell
182,662
-17,568
-9% -$622K 0.78% 22
2018
Q3
$7.43M Sell
200,230
-52,943
-21% -$1.99M 0.8% 17
2018
Q2
$9.55M Sell
253,173
-18,125
-7% -$675K 0.7% 27
2018
Q1
$10.2M Sell
271,298
-23,154
-8% -$869K 0.79% 22
2017
Q4
$11.2M Sell
294,452
-14,071
-5% -$540K 0.87% 18
2017
Q3
$12M Buy
308,523
+28,556
+10% +$1.11M 1.06% 15
2017
Q2
$10.8M Sell
279,967
-442
-0.2% -$17.2K 1.66% 7
2017
Q1
$10.8M Sell
280,409
-6,964
-2% -$266K 1.1% 15
2016
Q4
$10.7M Buy
+287,373
New +$10.9M 1.36% 14

Other funds holding PFF

Level Four Advisory Services's PFF Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 27% in Q2 2026, selling an estimated $743K and leaving 63,177 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #313.

Level Four Advisory Services first reported a position in PFF in Q4 2016 and has held it in 39 quarters since. The position peaked at $12M in Q3 2017. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Level Four Advisory Services held 63,177 shares of iShares Preferred and Income Securities ETF worth $1.93M as of Q2 2026.
  • Level Four Advisory Services sold 23,843 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $743K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #313 holding.
  • Level Four Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 39 quarters since.
  • Level Four Advisory Services's iShares Preferred and Income Securities ETF position peaked at $12M in Q3 2017.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.