Wealth Dimensions Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealth Dimensions Group’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Hold	12,930	–	–	0.07%	124
2026 Q1	$392K	Hold	12,930	–	–	0.08%	121
2025 Q4	$400K	Buy	12,930 +723	+6%	+$22.5K	0.08%	116
2025 Q3	$386K	Buy	12,207 +100	+0.8%	+$3.14K	0.08%	117
2025 Q2	$371K	Sell	12,107 -1,509	-11%	-$45.4K	0.08%	117
2025 Q1	$418K	Sell	13,616 -125	-0.9%	-$3.94K	0.1%	105
2024 Q4	$432K	Sell	13,741 -290	-2%	-$9.47K	0.11%	99
2024 Q3	$466K	Buy	14,031 +6,352	+83%	+$204K	0.12%	90
2024 Q2	$242K	Buy	7,679 +1,115	+17%	+$35.1K	0.07%	126
2024 Q1	$212K	Hold	6,564	–	–	0.06%	135
2023 Q4	$205K	Buy	+6,564	New	+$196K	0.06%	132
2023 Q3	–	Sell	-18,220	Closed	-$564K	–	136
2023 Q2	$564K	Sell	18,220 -46	-0.3%	-$1.41K	0.21%	72
2023 Q1	$570K	Buy	+18,266	New	+$587K	0.22%	63
2021 Q3	–	Sell	-5,547	Closed	-$218K	–	131
2021 Q2	$218K	Sell	5,547 -259	-4%	-$10K	0.15%	108
2021 Q1	$223K	Buy	+5,806	New	+$220K	0.17%	106

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Dimensions Group's PFF Position: Q2 2026 in Review

Wealth Dimensions Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 12,930 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #124.

Wealth Dimensions Group first reported a position in PFF in Q1 2021 and has held it in 15 quarters since. The position peaked at $570K in Q1 2023. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Wealth Dimensions Group held 12,930 shares of iShares Preferred and Income Securities ETF worth $394K as of Q2 2026.
Wealth Dimensions Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #124 holding.
Wealth Dimensions Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 15 quarters since.
Wealth Dimensions Group's iShares Preferred and Income Securities ETF position peaked at $570K in Q1 2023.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.