Smallwood Wealth Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Smallwood Wealth 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 Q2	$1.95K	Sell	64 -216	-77%	-$6.73K	﹤0.01%	408
2026 Q1	$8.49K	Buy	280 +216	+338%	+$6.76K	﹤0.01%	336
2025 Q4	$1.98K	Hold	64	–	–	﹤0.01%	401
2025 Q3	$2.02K	Hold	64	–	–	﹤0.01%	396
2025 Q2	$1.96K	Hold	64	–	–	﹤0.01%	404
2025 Q1	$1.97K	Buy	+64	New	+$2.02K	﹤0.01%	389

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 22.9% 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

Smallwood Wealth Investment Management's PFF Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 77% in Q2 2026, selling an estimated $6.73K and leaving 64 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Smallwood Wealth Investment Management first reported a position in PFF in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.49K in Q1 2026. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Smallwood Wealth Investment Management held 64 shares of iShares Preferred and Income Securities ETF worth $1.95K as of Q2 2026.
Smallwood Wealth Investment Management sold 216 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $6.73K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #408 holding.
Smallwood Wealth Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's iShares Preferred and Income Securities ETF position peaked at $8.49K in Q1 2026.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.