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Sheets Smith Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sheets Smith Wealth 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
2024
Q4 		– Sell
-27,154
Closed -$902K – 393
2024
Q3 		$902K Buy
27,154
+14,866
+121% +$478K 0.11% 167
2024
Q2 		$388K Buy
+12,288
New +$387K 0.05% 281
2023
Q4 		– Sell
-1,100
Closed -$33.2K – 450
2023
Q3 		$33.2K Buy
+1,100
New +$33.6K 0.01% 406

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sheets Smith Wealth Management's PFF Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 27,154 shares — an estimated $902K sold.

Sheets Smith Wealth Management first reported a position in PFF in Q3 2023 and held it in 3 quarters. The position peaked at $902K in Q3 2024. 1,068 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 27,154 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $902K.
  • Sheets Smith Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 3 quarters.
  • Sheets Smith Wealth Management's iShares Preferred and Income Securities ETF position peaked at $902K in Q3 2024.
  • 1,068 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.