Ridgewood Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ridgewood Investments’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	–	Sell	-192	Closed	-$5.9K	–	738
2025 Q1	$5.9K	Sell	192 -192	-50%	-$6.05K	﹤0.01%	542
2024 Q4	$12.1K	Hold	384	–	–	0.01%	463
2024 Q3	$12.8K	Hold	384	–	–	0.01%	472
2024 Q2	$12.1K	Buy	+384	New	+$12.1K	0.01%	487
2023 Q3	–	Sell	-9,134	Closed	-$283K	–	588
2023 Q2	$283K	Sell	9,134 -550	-6%	-$16.8K	0.16%	143
2023 Q1	$302K	Hold	9,684	–	–	0.19%	134
2022 Q4	$296K	Hold	9,684	–	–	0.21%	146
2022 Q3	$307K	Hold	9,684	–	–	0.26%	128
2022 Q2	$318K	Buy	9,684 +884	+10%	+$29.9K	0.25%	131
2022 Q1	$320K	Buy	8,800 +750	+9%	+$27.6K	0.21%	139
2021 Q4	$317K	Buy	8,050 +2,650	+49%	+$103K	0.2%	141
2021 Q3	$210K	Buy	+5,400	New	+$212K	0.14%	175

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 22.9% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ridgewood Investments's PFF Position: Q2 2025 in Review

Ridgewood Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 192 shares — an estimated $5.9K sold.

Ridgewood Investments first reported a position in PFF in Q3 2021 and held it in 12 quarters. The position peaked at $320K in Q1 2022. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Ridgewood Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Ridgewood Investments sold 192 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $5.9K.
Ridgewood Investments first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and held it in 12 quarters.
Ridgewood Investments's iShares Preferred and Income Securities ETF position peaked at $320K in Q1 2022.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Ridgewood Investments's 13F filing for Q2 2025, filed 14 Jul 2025.