Smith Shellnut Wilson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.77M | Buy |
87,719
+2,609
| +3% | +$82K | 1.07% | 21 |
|
|
2025
Q2 | $2.61M | Buy |
85,110
+26
| +0% | +$783 | 1.13% | 18 |
|
|
2025
Q1 | $2.61M | Sell |
85,084
-653
| -0.8% | -$20.6K | 1.2% | 19 |
|
|
2024
Q4 | $2.7M | Buy |
85,737
+3,075
| +4% | +$100K | 1.19% | 21 |
|
|
2024
Q3 | $2.75M | Buy |
82,662
+118
| +0.1% | +$3.8K | 1.24% | 20 |
|
|
2024
Q2 | $2.6M | Buy |
82,544
+2,021
| +3% | +$63.6K | 1.26% | 21 |
|
|
2024
Q1 | $2.6M | Buy |
80,523
+315
| +0.4% | +$10K | 1.38% | 18 |
|
|
2023
Q4 | $2.5M | Sell |
80,208
-1,409
| -2% | -$42.1K | 1.44% | 20 |
|
|
2023
Q3 | $2.46M | Sell |
81,617
-489
| -0.6% | -$14.9K | 1.51% | 20 |
|
|
2023
Q2 | $2.54M | Sell |
82,106
-3,473
| -4% | -$106K | 1.43% | 22 |
|
|
2023
Q1 | $2.67M | Sell |
85,579
-176
| -0.2% | -$5.65K | 1.62% | 18 |
|
|
2022
Q4 | $2.62M | Sell |
85,755
-11,751
| -12% | -$366K | 1.62% | 18 |
|
|
2022
Q3 | $3.09M | Sell |
97,506
-7,271
| -7% | -$244K | 2.05% | 16 |
|
|
2022
Q2 | $3.44M | Sell |
104,777
-1,953
| -2% | -$66.1K | 2.13% | 16 |
|
|
2022
Q1 | $3.89M | Buy |
106,730
+3,800
| +4% | +$140K | 2.03% | 14 |
|
|
2021
Q4 | $4.06M | Buy |
102,930
+41,122
| +67% | +$1.6M | 2.01% | 12 |
|
|
2021
Q3 | $2.4M | Buy |
61,808
+22,904
| +59% | +$898K | 1.39% | 19 |
|
|
2021
Q2 | $1.53M | Buy |
38,904
+525
| +1% | +$20.3K | 0.89% | 26 |
|
|
2021
Q1 | $1.47M | Buy |
38,379
+261
| +0.7% | +$9.9K | 0.9% | 25 |
|
|
2020
Q4 | $1.47M | Sell |
38,118
-643
| -2% | -$24K | 0.88% | 25 |
|
|
2020
Q3 | $1.41K | Buy |
38,761
+211
| +0.5% | +$7.59K | 0.53% | 28 |
|
|
2020
Q2 | $1.33M | Buy |
38,550
+526
| +1% | +$17.9K | 0.96% | 24 |
|
|
2020
Q1 | $1.21M | Buy |
38,024
+3,716
| +11% | +$133K | 1.02% | 23 |
|
|
2019
Q4 | $1.29M | Buy |
34,308
+4,125
| +14% | +$154K | 0.86% | 29 |
|
|
2019
Q3 | $1.13M | Sell |
30,183
-1,670
| -5% | -$62.1K | 0.84% | 28 |
|
|
2019
Q2 | $1.17M | Buy |
31,853
+2,042
| +7% | +$74.8K | 0.88% | 27 |
|
|
2019
Q1 | $1.09M | Buy |
29,811
+6,530
| +28% | +$235K | 0.86% | 29 |
|
|
2018
Q4 | $797K | Sell |
23,281
-10,276
| -31% | -$364K | 0.85% | 25 |
|
|
2018
Q3 | $1.25M | Buy |
+33,557
| New | +$1.26M | 1.12% | 21 |
|
|
2018
Q1 | $925K | Buy |
24,621
+10,517
| +75% | +$395K | 0.8% | 26 |
|
|
2017
Q4 | $537K | Sell |
14,104
-305
| -2% | -$11.7K | 0.45% | 44 |
|
|
2017
Q3 | $559K | Buy |
+14,409
| New | +$561K | 0.49% | 38 |
|
|
2017
Q2 | – | Sell |
-11,003
| Closed | -$426K | – | 131 |
|
|
2017
Q1 | $426K | Buy |
11,003
+786
| +8% | +$30.1K | 0.39% | 53 |
|
|
2016
Q4 | $380K | Buy |
+10,217
| New | +$388K | 0.37% | 57 |
|
Other funds holding PFF
BI
FIB
Smith Shellnut Wilson's PFF Position: Q3 2025 in Review
Smith Shellnut Wilson increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.1% in Q3 2025, buying an estimated $82K and bringing the position to 87,719 shares worth $2.77M. The position accounts for 1.07% of the portfolio, ranked #21.
Smith Shellnut Wilson first reported a position in PFF in Q4 2016 and has held it in 34 quarters since. The position peaked at $4.06M in Q4 2021. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.
- Smith Shellnut Wilson held 87,719 shares of iShares Preferred and Income Securities ETF worth $2.77M as of Q3 2025.
- Smith Shellnut Wilson bought 2,609 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $82K.
- iShares Preferred and Income Securities ETF made up 1.07% of Smith Shellnut Wilson's portfolio in Q3 2025, its #21 holding.
- Smith Shellnut Wilson first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 34 quarters since.
- Smith Shellnut Wilson's iShares Preferred and Income Securities ETF position peaked at $4.06M in Q4 2021.
- 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.