Merrion Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Merrion Investment 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	$305K	Hold	10,000	–	–	0.14%	96
2026 Q1	$303K	Hold	10,000	–	–	0.16%	92
2025 Q4	$310K	Hold	10,000	–	–	0.17%	94
2025 Q3	$316K	Hold	10,000	–	–	0.18%	91
2025 Q2	$307K	Hold	10,000	–	–	0.2%	84
2025 Q1	$307K	Hold	10,000	–	–	0.22%	80
2024 Q4	$314K	Hold	10,000	–	–	0.22%	84
2024 Q3	$332K	Hold	10,000	–	–	0.22%	80
2024 Q2	$316K	Hold	10,000	–	–	0.22%	80
2024 Q1	$322K	Hold	10,000	–	–	0.23%	78
2023 Q4	$312K	Hold	10,000	–	–	0.25%	74
2023 Q3	$302K	Hold	10,000	–	–	0.26%	68
2023 Q2	$309K	Hold	10,000	–	–	0.26%	72
2023 Q1	$312K	Hold	10,000	–	–	0.3%	62
2022 Q4	$305K	Hold	10,000	–	–	0.28%	63
2022 Q3	$316K	Hold	10,000	–	–	0.31%	61
2022 Q2	$329K	Hold	10,000	–	–	0.32%	63
2022 Q1	$364K	Hold	10,000	–	–	0.27%	70
2021 Q4	$394K	Hold	10,000	–	–	0.29%	68
2021 Q3	$388K	Hold	10,000	–	–	0.3%	65
2021 Q2	$393K	Buy	10,000 +1,700	+20%	+$65.8K	0.3%	65
2021 Q1	$318K	Hold	8,300	–	–	0.27%	67
2020 Q4	$320K	Buy	+8,300	New	+$310K	0.27%	64

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Merrion Investment Management's PFF Position: Q2 2026 in Review

Merrion Investment Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 10,000 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #96.

Merrion Investment Management first reported a position in PFF in Q4 2020 and has held it in 23 quarters since. The position peaked at $394K in Q4 2021. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Merrion Investment Management held 10,000 shares of iShares Preferred and Income Securities ETF worth $305K as of Q2 2026.
Merrion Investment Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.14% of Merrion Investment Management's portfolio in Q2 2026, its #96 holding.
Merrion Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's iShares Preferred and Income Securities ETF position peaked at $394K in Q4 2021.
316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.