Medallion Wealth Advisors’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
$131K Buy
4,311
+186
+5% +$5.79K 0.04% 302
2026
Q1
$125K Sell
4,125
-70
-2% -$2.19K 0.04% 319
2025
Q4
$130K Buy
4,195
+77
+2% +$2.4K 0.04% 313
2025
Q3
$130K Buy
4,118
+378
+10% +$11.9K 0.05% 305
2025
Q2
$115K Buy
3,740
+187
+5% +$5.63K 0.04% 326
2025
Q1
$108K Buy
3,553
+225
+7% +$7.09K 0.05% 293
2024
Q4
$105K Buy
+3,328
New +$109K 0.05% 289

Other funds holding PFF

Medallion Wealth Advisors's PFF Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.5% in Q2 2026, buying an estimated $5.79K and bringing the position to 4,311 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #302.

Medallion Wealth Advisors first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. 973 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Medallion Wealth Advisors held 4,311 shares of iShares Preferred and Income Securities ETF worth $131K as of Q2 2026.
  • Medallion Wealth Advisors bought 186 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $5.79K.
  • iShares Preferred and Income Securities ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • Medallion Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • 973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.