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 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 $1.37T 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 $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Richwood Investment Advisors's PFF Position: Q1 2026 in Review

Richwood Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q1 2026, selling an estimated $7.36K and leaving 19,539 shares worth $592K. The position accounts for 0.46% of the portfolio, ranked #55.

Richwood Investment Advisors first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Richwood Investment Advisors held 19,539 shares of iShares Preferred and Income Securities ETF worth $592K as of Q1 2026.
Richwood Investment Advisors sold 235 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $7.36K.
iShares Preferred and Income Securities ETF made up 0.46% of Richwood Investment Advisors's portfolio in Q1 2026, its #55 holding.
Richwood Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.25M in Q4 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.