RWA Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RWA Wealth Partners’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	$7.97M	Buy	261,480 +42,591	+19%	+$1.33M	0.08%	130
2026 Q1	$6.64M	Sell	218,889 -626	-0.3%	-$19.6K	0.07%	137
2025 Q4	$6.8M	Buy	219,515 +71,891	+49%	+$2.24M	0.07%	140
2025 Q3	$4.67M	Buy	147,624 +27,463	+23%	+$864K	0.05%	180
2025 Q2	$3.69M	Sell	120,161 -1,900	-2%	-$57.2K	0.05%	189
2025 Q1	$3.75M	Buy	122,061 +4,209	+4%	+$133K	0.05%	176
2024 Q4	$3.71M	Buy	117,852 +12,818	+12%	+$419K	0.05%	181
2024 Q3	$3.49M	Buy	105,034 +15,166	+17%	+$488K	0.04%	197
2024 Q2	$2.84M	Buy	89,868 +352	+0.4%	+$11.1K	0.04%	201
2024 Q1	$2.89M	Buy	89,516 +9,216	+11%	+$294K	0.04%	198
2023 Q4	$2.5M	Buy	80,300 +1,284	+2%	+$38.4K	0.04%	202
2023 Q3	$2.38M	Buy	79,016 +496	+0.6%	+$15.2K	0.05%	123
2023 Q2	$2.43M	Buy	+78,520	New	+$2.4M	0.05%	115
2020 Q3	–	Sell	-19,262	Closed	-$667K	–	226
2020 Q2	$667K	Sell	19,262 -2,069	-10%	-$70.5K	0.08%	122
2020 Q1	$679K	Sell	21,331 -358	-2%	-$12.8K	0.1%	113
2019 Q4	$815K	Sell	21,689 -19,434	-47%	-$725K	0.08%	131
2019 Q3	$1.54M	Buy	41,123 +23,541	+134%	+$876K	0.16%	101
2019 Q2	$648K	Sell	17,582 -70	-0.4%	-$2.56K	0.07%	149
2019 Q1	$645K	Buy	17,652 +4,128	+31%	+$148K	0.07%	145
2018 Q4	$463K	Buy	13,524 +2,498	+23%	+$88.5K	0.06%	152
2018 Q3	$409K	Buy	11,026 +65	+0.6%	+$2.44K	0.05%	162
2018 Q2	$413K	Buy	10,961 +1,310	+14%	+$48.8K	0.05%	171
2018 Q1	$362K	Sell	9,651 -60,427	-86%	-$2.27M	0.05%	151
2017 Q4	$2.67M	Sell	70,078 -578	-0.8%	-$22.2K	0.3%	86
2017 Q3	$2.74M	Buy	70,656 +1,061	+2%	+$41.3K	0.31%	86
2017 Q2	$2.73M	Buy	69,595 +392	+0.6%	+$15.3K	0.33%	74
2017 Q1	$2.68M	Buy	+69,203	New	+$2.65M	0.35%	75

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

RWA Wealth Partners's PFF Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q2 2026, buying an estimated $1.33M and bringing the position to 261,480 shares worth $7.97M. The position accounts for 0.08% of the portfolio, ranked #130.

RWA Wealth Partners first reported a position in PFF in Q1 2017 and has held it in 27 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

RWA Wealth Partners held 261,480 shares of iShares Preferred and Income Securities ETF worth $7.97M as of Q2 2026.
RWA Wealth Partners bought 42,591 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.33M.
iShares Preferred and Income Securities ETF made up 0.08% of RWA Wealth Partners's portfolio in Q2 2026, its #130 holding.
RWA Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and has held it in 27 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.