LongView Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LongView Wealth Management’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
2026 Q2	$631K	Sell	20,697 -1,798	-8%	-$56K	0.16%	113
2026 Q1	$703K	Sell	22,495 -2,652	-11%	-$83K	0.18%	114
2025 Q4	$795K	Sell	25,147 -227	-0.9%	-$7.07K	0.19%	106
2025 Q3	$802K	Sell	25,374 -1,201	-5%	-$37.8K	0.22%	93
2025 Q2	$815K	Sell	26,575 -235	-0.9%	-$7.07K	0.25%	82
2025 Q1	$824K	Sell	26,810 -584	-2%	-$18.4K	0.25%	82
2024 Q4	$861K	Sell	27,394 -1,341	-5%	-$43.8K	0.26%	79
2024 Q3	$955K	Sell	28,735 -89	-0.3%	-$2.86K	0.3%	69
2024 Q2	$909K	Sell	28,824 -312	-1%	-$9.82K	0.34%	65
2024 Q1	$939K	Buy	29,136 +357	+1%	+$11.4K	0.37%	56
2023 Q4	$904K	Buy	+28,779	New	+$860K	0.4%	56

Other funds holding PFF

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LongView Wealth Management's PFF Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 8% in Q2 2026, selling an estimated $56K and leaving 20,697 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #113.

LongView Wealth Management first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $955K in Q3 2024. 240 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

LongView Wealth Management held 20,697 shares of iShares Preferred and Income Securities ETF worth $631K as of Q2 2026.
LongView Wealth Management sold 1,798 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $56K.
iShares Preferred and Income Securities ETF made up 0.16% of LongView Wealth Management's portfolio in Q2 2026, its #113 holding.
LongView Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Preferred and Income Securities ETF position peaked at $955K in Q3 2024.
240 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.