VERITY Wealth Advisors’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
$564K Hold
18,378
0.38% 49
2025
Q1
$565K Hold
18,378
0.42% 46
2024
Q4
$578K Hold
18,378
0.42% 44
2024
Q3
$611K Hold
18,378
0.43% 45
2024
Q2
$580K Hold
18,378
0.43% 43
2024
Q1
$592K Buy
18,378
+9,558
+108% +$308K 0.45% 44
2023
Q4
$275K Buy
+8,820
New +$275K 0.24% 62