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

Midwest Trust’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	$1.63M	Sell	53,605 -862	-2%	-$26.8K	0.02%	319
2026 Q1	$1.65M	Buy	54,467 +1,072	+2%	+$33.6K	0.02%	309
2025 Q4	$1.65M	Buy	53,395 +15,072	+39%	+$469K	0.02%	301
2025 Q3	$1.21M	Buy	38,323 +6	+0%	+$189	0.02%	323
2025 Q2	$1.18M	Buy	+38,317	New	+$1.15M	0.02%	323

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 Trust's PFF Position: Q2 2026 in Review

Midwest Trust reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q2 2026, selling an estimated $26.8K and leaving 53,605 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #319.

Midwest Trust first reported a position in PFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q4 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Midwest Trust held 53,605 shares of iShares Preferred and Income Securities ETF worth $1.63M as of Q2 2026.
Midwest Trust sold 862 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $26.8K.
iShares Preferred and Income Securities ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #319 holding.
Midwest Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares Preferred and Income Securities ETF position peaked at $1.65M in Q4 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.