Moran Wealth Management’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
Q1
$3.01M Buy
99,304
+38,061
+62% +$1.19M 0.09% 264
2025
Q4
$1.9M Buy
61,243
+8,649
+16% +$269K 0.06% 295
2025
Q3
$1.66M Sell
52,594
-42,767
-45% -$1.34M 0.05% 292
2025
Q2
$2.93M Buy
95,361
+8,033
+9% +$242K 0.09% 255
2025
Q1
$2.68M Sell
87,328
-321
-0.4% -$10.1K 0.09% 248
2024
Q4
$2.76M Sell
87,649
-45,149
-34% -$1.47M 0.09% 233
2024
Q3
$4.41M Sell
132,798
-2,621
-2% -$84.4K 0.14% 184
2024
Q2
$4.27M Sell
135,419
-77
-0.1% -$2.42K 0.14% 185
2024
Q1
$4.37M Sell
135,496
-74,453
-35% -$2.37M 0.14% 187
2023
Q4
$6.55M Sell
209,949
-24,960
-11% -$746K 0.23% 138
2023
Q3
$7.08M Buy
234,909
+9,960
+4% +$304K 0.27% 126
2023
Q2
$6.96M Buy
224,949
+214,519
+2,057% +$6.56M 0.26% 134
2023
Q1
$326K Buy
+10,430
New +$335K 0.01% 323

Other funds holding PFF

Moran Wealth Management's PFF Position: Q1 2026 in Review

Moran Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 62% in Q1 2026, buying an estimated $1.19M and bringing the position to 99,304 shares worth $3.01M. The position accounts for 0.09% of the portfolio, ranked #264.

Moran Wealth Management first reported a position in PFF in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.08M in Q3 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Moran Wealth Management held 99,304 shares of iShares Preferred and Income Securities ETF worth $3.01M as of Q1 2026.
  • Moran Wealth Management bought 38,061 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.19M.
  • iShares Preferred and Income Securities ETF made up 0.09% of Moran Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Moran Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's iShares Preferred and Income Securities ETF position peaked at $7.08M in Q3 2023.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.