Savvy Advisors Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.36M Buy
45,012
+34,774
+340% +$1.09M 0.04% 357
2025
Q4
$317K Buy
+10,238
New +$319K 0.01% 751
2025
Q2
Sell
-7,344
Closed -$226K 667
2025
Q1
$226K Sell
7,344
-979
-12% -$30.9K 0.02% 463
2024
Q4
$262K Buy
+8,323
New +$272K 0.03% 369

Other funds holding PFF

Savvy Advisors Inc's PFF Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Preferred and Income Securities ETF (PFF) stake by 340% in Q1 2026, buying an estimated $1.09M and bringing the position to 45,012 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #357.

Savvy Advisors Inc first reported a position in PFF in Q4 2024 and has held it in 4 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Savvy Advisors Inc held 45,012 shares of iShares Preferred and Income Securities ETF worth $1.36M as of Q1 2026.
  • Savvy Advisors Inc bought 34,774 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.09M.
  • iShares Preferred and Income Securities ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #357 holding.
  • Savvy Advisors Inc first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 4 quarters since.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.