NIWA
New Insight Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
8,765
+1,359
| +18% | +$41.7K | 0.11% | 92 |
|
|
2025
Q1 | $228K | Sell |
7,406
-150
| -2% | -$4.61K | 0.1% | 90 |
|
|
2024
Q4 | $238K | Sell |
7,556
-800
| -10% | -$25.2K | 0.12% | 81 |
|
|
2024
Q3 | $278K | Sell |
8,356
-776
| -8% | -$25.8K | 0.15% | 69 |
|
|
2024
Q2 | $288K | Sell |
9,132
-825
| -8% | -$26K | 0.17% | 62 |
|
|
2024
Q1 | $321K | Sell |
9,957
-560
| -5% | -$18K | 0.2% | 58 |
|
|
2023
Q4 | $328K | Buy |
+10,517
| New | +$328K | 0.22% | 60 |
|