Oliver Lagore Vanvalin Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$38.1K	Buy	+1,239	New	+$37.3K	0.01%	280
2024 Q4	$39K	Sell	1,239 -3	-0.2%	-$98	0.01%	281
2024 Q3	$41.3K	Sell	1,242 -24	-2%	-$772	0.01%	266
2024 Q2	$39.9K	Sell	1,266 -80	-6%	-$2.52K	0.01%	261
2024 Q1	$43.4K	Sell	1,346 -12	-0.9%	-$383	0.01%	256
2023 Q4	$42.4K	Hold	1,358	–	–	0.02%	228
2023 Q3	$40.9K	Sell	1,358 -350	-20%	-$10.7K	0.02%	263
2023 Q2	$52.8K	Buy	1,708 +333	+24%	+$10.2K	0.02%	245
2023 Q1	$42.9K	Sell	1,375 -6	-0.4%	-$193	0.02%	204
2022 Q4	$42.2K	Sell	1,381 -14	-1%	-$435	0.02%	195
2022 Q3	$44K	Hold	1,395	–	–	0.03%	183
2022 Q2	$46K	Sell	1,395 -5	-0.4%	-$169	0.03%	179
2022 Q1	$51K	Buy	+1,400	New	+$51.5K	0.03%	172

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PFF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2025: 1,239 shares worth $38.1K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PFF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PFF in Q1 2022 and has held it in 13 quarters since. The position peaked at $52.8K in Q2 2023. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,239 shares of iShares Preferred and Income Securities ETF worth $38.1K as of Q2 2025.
iShares Preferred and Income Securities ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Preferred and Income Securities ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #280 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Preferred and Income Securities ETF position peaked at $52.8K in Q2 2023.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.