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
Q2
Sell
-99,304
Closed -$3.01M 538
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: Q2 2026 in Review

Moran Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 99,304 shares — an estimated $3.01M sold.

Moran Wealth Management first reported a position in PFF in Q1 2023 and held it in 13 quarters. The position peaked at $7.08M in Q3 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Moran Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 99,304 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.01M.
  • Moran Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 13 quarters.
  • Moran Wealth Management's iShares Preferred and Income Securities ETF position peaked at $7.08M in Q3 2023.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.