RMR Wealth Builders’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RMR Wealth Builders’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	$206K	Buy	+6,751	New	+$210K	0.01%	302
2025 Q4	–	Sell	-6,776	Closed	-$214K	–	290
2025 Q3	$214K	Buy	6,776 +67	+1%	+$2.11K	0.02%	268
2025 Q2	$206K	Buy	6,709 +46	+0.7%	+$1.39K	0.02%	274
2025 Q1	$205K	Sell	6,663 -1,020	-13%	-$32.2K	0.02%	252
2024 Q4	$242K	Sell	7,683 -469	-6%	-$15.3K	0.03%	227
2024 Q3	$271K	Sell	8,152 -3,623	-31%	-$117K	0.03%	221
2024 Q2	$372K	Buy	11,775 +97	+0.8%	+$3.05K	0.04%	179
2024 Q1	$376K	Sell	11,678 -39	-0.3%	-$1.24K	0.05%	180
2023 Q4	$365K	Sell	11,717 -6,165	-34%	-$184K	0.05%	175
2023 Q3	$539K	Sell	17,882 -815	-4%	-$24.9K	0.09%	127
2023 Q2	$578K	Buy	18,697 +1,435	+8%	+$43.9K	0.1%	103
2023 Q1	$539K	Sell	17,262 -2,716	-14%	-$87.2K	0.1%	101
2022 Q4	$610K	Sell	19,978 -489	-2%	-$15.2K	0.14%	85
2022 Q3	$648K	Sell	20,467 -31	-0.2%	-$1.04K	0.16%	81
2022 Q2	$674K	Buy	20,498 +2,043	+11%	+$69.1K	0.17%	86
2022 Q1	$672K	Buy	18,455 +1,165	+7%	+$42.8K	0.14%	95
2021 Q4	$682K	Buy	17,290 +2,657	+18%	+$103K	0.2%	53
2021 Q3	$568K	Buy	14,633 +879	+6%	+$34.5K	0.17%	92
2021 Q2	$541K	Sell	13,754 -4,726	-26%	-$183K	0.18%	88
2021 Q1	$710K	Buy	18,480 +9,532	+107%	+$362K	0.18%	78
2020 Q4	$345K	Sell	8,948 -19,278	-68%	-$720K	0.17%	98
2020 Q3	$1.03M	Buy	28,226 +26,426	+1,468%	+$951K	0.27%	61
2020 Q2	$62K	Buy	+1,800	New	+$61.3K	0.06%	205
2019 Q4	$45K	Buy	+1,200	New	+$44.8K	0.04%	240

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

RMR Wealth Builders's PFF Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 6,751 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in PFF as recently as Q3 2025.

RMR Wealth Builders first reported a position in PFF in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.03M in Q3 2020. 345 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

RMR Wealth Builders held 6,751 shares of iShares Preferred and Income Securities ETF worth $206K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new RMR Wealth Builders position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #302 holding.
RMR Wealth Builders first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 24 quarters since.
RMR Wealth Builders's iShares Preferred and Income Securities ETF position peaked at $1.03M in Q3 2020.
345 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.