Midwest Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Midwest Financial Group’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 Q1	$226K	Sell	7,465 -175	-2%	-$5.48K	0.1%	116
2025 Q4	$237K	Hold	7,640	–	–	0.1%	113
2025 Q3	$242K	Sell	7,640 -1,915	-20%	-$60.2K	0.12%	109
2025 Q2	$293K	Hold	9,555	–	–	0.15%	89
2025 Q1	$294K	Sell	9,555 -425	-4%	-$13.4K	0.17%	87
2024 Q4	$314K	Sell	9,980 -2,235	-18%	-$73K	0.18%	90
2024 Q3	$406K	Sell	12,215 -2,779	-19%	-$89.4K	0.24%	78
2024 Q2	$473K	Sell	14,994 -199	-1%	-$6.26K	0.3%	70
2024 Q1	$490K	Sell	15,193 -100	-0.7%	-$3.19K	0.33%	67
2023 Q4	$477K	Buy	15,293 +1	+0%	+$30	0.36%	66
2023 Q3	$461K	Sell	15,292 -425	-3%	-$13K	0.39%	65
2023 Q2	$486K	Sell	15,717 -209	-1%	-$6.39K	0.41%	64
2023 Q1	$497K	Buy	+15,926	New	+$511K	0.46%	53

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Midwest Financial Group's PFF Position: Q1 2026 in Review

Midwest Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.3% in Q1 2026, selling an estimated $5.48K and leaving 7,465 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #116.

Midwest Financial Group first reported a position in PFF in Q1 2023 and has held it in 13 quarters since. The position peaked at $497K in Q1 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Midwest Financial Group held 7,465 shares of iShares Preferred and Income Securities ETF worth $226K as of Q1 2026.
Midwest Financial Group sold 175 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $5.48K.
iShares Preferred and Income Securities ETF made up 0.1% of Midwest Financial Group's portfolio in Q1 2026, its #116 holding.
Midwest Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's iShares Preferred and Income Securities ETF position peaked at $497K in Q1 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.