Summit Financial’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	$3.39M	Buy	111,710 +265	+0.2%	+$8.3K	0.04%	423
2025 Q4	$3.45M	Sell	111,445 -4,214	-4%	-$131K	0.05%	345
2025 Q3	$3.66M	Buy	115,659 +11,288	+11%	+$355K	0.06%	322
2025 Q2	$3.2M	Sell	104,371 -1,477	-1%	-$44.5K	0.07%	225
2025 Q1	$3.25M	Buy	105,848 +204	+0.2%	+$6.43K	0.09%	190
2024 Q4	$3.32M	Buy	105,644 +1,415	+1%	+$46.2K	0.12%	149
2024 Q3	$3.46M	Buy	104,229 +64,772	+164%	+$2.08M	0.14%	121
2024 Q2	$1.24M	Sell	39,457 -5,123	-11%	-$161K	0.06%	202
2024 Q1	$1.44M	Buy	44,580 +8,767	+24%	+$279K	0.09%	142
2023 Q4	$1.12M	Sell	35,813 -25,172	-41%	-$752K	0.07%	161
2023 Q3	$1.84M	Sell	60,985 -992	-2%	-$30.3K	0.14%	100
2023 Q2	$1.92M	Buy	61,977 +52,714	+569%	+$1.61M	0.14%	94
2023 Q1	$289K	Buy	+9,263	New	+$297K	0.03%	212