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Shufro Rose & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Shufro Rose & Co’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 		$1.75M Sell
57,475
-3,200
-5% -$99.7K 0.1% 86
2026
Q1 		$1.84M Buy
60,675
+11,040
+22% +$346K 0.13% 82
2025
Q4 		$1.54M Buy
49,635
+1,250
+3% +$38.9K 0.1% 87
2025
Q3 		$1.49M Sell
48,385
-300
-0.6% -$9.43K 0.12% 97
2025
Q2 		$1.5M Hold
48,685
– – 0.12% 98
2025
Q1 		$1.5M Sell
48,685
-2,100
-4% -$66.2K 0.12% 98
2024
Q4 		$1.6M Sell
50,785
-350
-0.7% -$11.4K 0.12% 90
2024
Q3 		$1.61M Hold
51,135
– – 0.13% 91
2024
Q2 		$1.61M Sell
51,135
-10
-0% -$315 0.13% 91
2024
Q1 		$1.65M Buy
51,145
+11,400
+29% +$363K 0.14% 89
2023
Q4 		$1.2M Buy
39,745
+300
+0.8% +$8.96K 0.11% 103
2023
Q3 		$1.19M Buy
39,445
+7,150
+22% +$219K 0.11% 102
2023
Q2 		$999K Buy
32,295
+150
+0.5% +$4.59K 0.09% 111
2023
Q1 		$1M Hold
32,145
– – 0.09% 117
2022
Q4 		$981K Sell
32,145
-24,100
-43% -$750K 0.08% 117
2022
Q3 		$1.78M Buy
56,245
+8,000
+17% +$268K 0.18% 75
2022
Q2 		$1.59M Buy
48,245
+7,000
+17% +$237K 0.14% 84
2022
Q1 		$1.5M Buy
41,245
+15,400
+60% +$566K 0.12% 95
2021
Q4 		$1.02M Buy
25,845
+355
+1% +$13.8K 0.07% 123
2021
Q3 		$989K Buy
25,490
+405
+2% +$15.9K 0.08% 120
2021
Q2 		$987K Buy
25,085
+600
+2% +$23.2K 0.07% 118
2021
Q1 		$940K Buy
24,485
+2,400
+11% +$91K 0.07% 120
2020
Q4 		$850K Buy
22,085
+3,250
+17% +$121K 0.07% 122
2020
Q3 		$687K Buy
+18,835
New +$678K 0.07% 126

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 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Shufro Rose & Co's PFF Position: Q2 2026 in Review

Shufro Rose & Co reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.3% in Q2 2026, selling an estimated $99.7K and leaving 57,475 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #86.

Shufro Rose & Co first reported a position in PFF in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q1 2026. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Shufro Rose & Co held 57,475 shares of iShares Preferred and Income Securities ETF worth $1.75M as of Q2 2026.
  • Shufro Rose & Co sold 3,200 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $99.7K.
  • iShares Preferred and Income Securities ETF made up 0.1% of Shufro Rose & Co's portfolio in Q2 2026, its #86 holding.
  • Shufro Rose & Co first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and has held it in 24 quarters since.
  • Shufro Rose & Co's iShares Preferred and Income Securities ETF position peaked at $1.84M in Q1 2026.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.