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 Q2	–	Sell	-7,465	Closed	-$226K	–	141
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Midwest Financial Group's PFF Position: Q2 2026 in Review

Midwest Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,465 shares — an estimated $226K sold.

Midwest Financial Group first reported a position in PFF in Q1 2023 and held it in 13 quarters. The position peaked at $497K in Q1 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Midwest Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Midwest Financial Group sold 7,465 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $226K.
Midwest Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 13 quarters.
Midwest Financial Group's iShares Preferred and Income Securities ETF position peaked at $497K in Q1 2023.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.