RW Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RW Investment Management’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	–	Sell	-28,777	Closed	-$873K	–	117
2026 Q1	$873K	Buy	+28,777	New	+$901K	0.08%	50
2025 Q3	$910K	Hold	28,777	–	–	0.09%	41
2025 Q2	$883K	Hold	28,777	–	–	0.1%	42
2025 Q1	$884K	Hold	28,777	–	–	0.11%	39
2024 Q4	$905K	Hold	28,777	–	–	0.11%	40
2024 Q3	$956K	Buy	28,777 +997	+4%	+$32.1K	0.12%	41
2024 Q2	$876K	Hold	27,780	–	–	0.12%	39
2024 Q1	$895K	Buy	+27,780	New	+$886K	0.12%	40

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

RW Investment Management's PFF Position: Q2 2026 in Review

RW Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 28,777 shares — an estimated $873K sold.

RW Investment Management first reported a position in PFF in Q1 2024 and held it in 8 quarters. The position peaked at $956K in Q3 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

RW Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
RW Investment Management sold 28,777 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $873K.
RW Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 8 quarters.
RW Investment Management's iShares Preferred and Income Securities ETF position peaked at $956K in Q3 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.