Summit Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Sell
104,371
-1,477
-1% -$45.3K 0.07% 225
2025
Q1
$3.25M Buy
105,848
+204
+0.2% +$6.27K 0.09% 190
2024
Q4
$3.32M Buy
105,644
+1,415
+1% +$44.5K 0.12% 149
2024
Q3
$3.46M Buy
104,229
+64,772
+164% +$2.15M 0.14% 121
2024
Q2
$1.24M Sell
39,457
-5,123
-11% -$162K 0.06% 202
2024
Q1
$1.44M Buy
44,580
+8,767
+24% +$283K 0.09% 142
2023
Q4
$1.12M Sell
35,813
-25,172
-41% -$785K 0.07% 161
2023
Q3
$1.84M Sell
60,985
-992
-2% -$29.9K 0.14% 100
2023
Q2
$1.92M Buy
61,977
+52,714
+569% +$1.63M 0.14% 94
2023
Q1
$289K Buy
+9,263
New +$289K 0.03% 212