Richwood Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Richwood Investment Advisors’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	$562K	Sell	18,423 -1,116	-6%	-$34.8K	0.4%	59
2026 Q1	$592K	Sell	19,539 -235	-1%	-$7.36K	0.46%	55
2025 Q4	$622K	Sell	19,774 -614	-3%	-$19.1K	0.45%	57
2025 Q3	$645K	Sell	20,388 -163	-0.8%	-$5.13K	0.51%	46
2025 Q2	$631K	Hold	20,551	–	–	0.52%	46
2025 Q1	$632K	Sell	20,551 -1,150	-5%	-$36.3K	0.54%	48
2024 Q4	$682K	Sell	21,701 -455	-2%	-$14.9K	0.57%	43
2024 Q3	$736K	Sell	22,156 -840	-4%	-$27K	0.61%	38
2024 Q2	$726K	Sell	22,996 -1,713	-7%	-$53.9K	0.64%	37
2024 Q1	$796K	Sell	24,709 -1,733	-7%	-$55.2K	0.71%	32
2023 Q4	$825K	Sell	26,442 -736	-3%	-$22K	0.77%	29
2023 Q3	$819K	Sell	27,178 -465	-2%	-$14.2K	0.84%	29
2023 Q2	$855K	Sell	27,643 -961	-3%	-$29.4K	0.83%	27
2023 Q1	$893K	Sell	28,604 -120	-0.4%	-$3.85K	0.89%	26
2022 Q4	$877K	Sell	28,724 -1,037	-3%	-$32.3K	0.88%	27
2022 Q3	$943K	Sell	29,761 -765	-3%	-$25.6K	1.03%	24
2022 Q2	$1M	Sell	30,526 -140	-0.5%	-$4.74K	1.01%	24
2022 Q1	$1.12M	Sell	30,666 -1,132	-4%	-$41.6K	1%	21
2021 Q4	$1.25M	Buy	+31,798	New	+$1.24M	1.1%	17

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

Richwood Investment Advisors's PFF Position: Q2 2026 in Review

Richwood Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.7% in Q2 2026, selling an estimated $34.8K and leaving 18,423 shares worth $562K. The position accounts for 0.4% of the portfolio, ranked #59.

Richwood Investment Advisors first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 971 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Richwood Investment Advisors held 18,423 shares of iShares Preferred and Income Securities ETF worth $562K as of Q2 2026.
Richwood Investment Advisors sold 1,116 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $34.8K.
iShares Preferred and Income Securities ETF made up 0.4% of Richwood Investment Advisors's portfolio in Q2 2026, its #59 holding.
Richwood Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.25M in Q4 2021.
971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.