Physician Wealth Advisors’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
$43.9K Hold
1,440
0.01% 461
2026
Q1
$43.7K Hold
1,440
0.01% 426
2025
Q4
$44.6K Buy
+1,440
New +$44.8K 0.01% 415
2025
Q1
Sell
-7
Closed -$221 1506
2024
Q4
$221 Buy
+7
New +$229 ﹤0.01% 1118

Other funds holding PFF

Physician Wealth Advisors's PFF Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 1,440 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #461.

Physician Wealth Advisors first reported a position in PFF in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.6K in Q4 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Physician Wealth Advisors held 1,440 shares of iShares Preferred and Income Securities ETF worth $43.9K as of Q2 2026.
  • Physician Wealth Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #461 holding.
  • Physician Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 4 quarters since.
  • Physician Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $44.6K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.