Valley Wealth Managers’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
Q2
$61.3K Hold
2,012
﹤0.01% 217
2026
Q1
$61K Hold
2,012
﹤0.01% 211
2025
Q4
$62.3K Hold
2,012
﹤0.01% 207
2025
Q3
$63.6K Hold
2,012
﹤0.01% 198
2025
Q2
$61.7K Sell
2,012
-1,318
-40% -$39.7K ﹤0.01% 191
2025
Q1
$102K Sell
3,330
-18,922
-85% -$597K 0.01% 183
2024
Q4
$700K Buy
22,252
+4,323
+24% +$141K 0.05% 141
2024
Q3
$596K Sell
17,929
-18,453
-51% -$594K 0.04% 149
2024
Q2
$1.15M Sell
36,382
-52
-0.1% -$1.64K 0.09% 126
2024
Q1
$1.17M Sell
36,434
-2,567
-7% -$81.8K 0.09% 122
2023
Q4
$1.22M Sell
39,001
-1,633
-4% -$48.8K 0.09% 120
2023
Q3
$1.23M Buy
+40,634
New +$1.24M 0.1% 122

Other funds holding PFF

Valley Wealth Managers's PFF Position: Q2 2026 in Review

Valley Wealth Managers held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 2,012 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Valley Wealth Managers first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Valley Wealth Managers held 2,012 shares of iShares Preferred and Income Securities ETF worth $61.3K as of Q2 2026.
  • Valley Wealth Managers left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #217 holding.
  • Valley Wealth Managers first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
  • Valley Wealth Managers's iShares Preferred and Income Securities ETF position peaked at $1.23M in Q3 2023.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.