Parr McKnight Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Parr McKnight Wealth Management 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
2026 Q2	$305K	Hold	10,000	–	–	0.04%	196
2026 Q1	$303K	Hold	10,000	–	–	0.04%	194
2025 Q4	$310K	Hold	10,000	–	–	0.04%	208
2025 Q3	$316K	Hold	10,000	–	–	0.04%	201
2025 Q2	$307K	Hold	10,000	–	–	0.04%	201
2025 Q1	$307K	Hold	10,000	–	–	0.04%	198
2024 Q4	$314K	Buy	+10,000	New	+$327K	0.05%	196

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

Parr McKnight Wealth Management Group's PFF Position: Q2 2026 in Review

Parr McKnight Wealth Management Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 10,000 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #196.

Parr McKnight Wealth Management Group first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Parr McKnight Wealth Management Group held 10,000 shares of iShares Preferred and Income Securities ETF worth $305K as of Q2 2026.
Parr McKnight Wealth Management Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.04% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #196 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $316K in Q3 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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