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 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 $1.37T 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

RW Investment Management's PFF Position: Q1 2026 in Review

RW Investment Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 28,777 shares worth $873K. The stake represents 0.08% of the portfolio and ranks #50 among its holdings. This is a return to the name: RW Investment Management previously reported a position in PFF as recently as Q3 2025.

RW Investment Management first reported a position in PFF in Q1 2024 and has held it in 8 quarters since. The position peaked at $956K in Q3 2024. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

RW Investment Management held 28,777 shares of iShares Preferred and Income Securities ETF worth $873K as of Q1 2026.
iShares Preferred and Income Securities ETF was a new RW Investment Management position in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.08% of RW Investment Management's portfolio in Q1 2026, its #50 holding.
RW Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 8 quarters since.
RW Investment Management's iShares Preferred and Income Securities ETF position peaked at $956K in Q3 2024.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.