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Weaver Consulting Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Weaver Consulting 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
Q3 		$242K Sell
8,199
-224
-3% -$6.8K 0.05% 272
2026
Q2 		$257K Sell
8,423
-213
-2% -$6.63K 0.05% 252
2026
Q1 		$262K Sell
8,636
-248
-3% -$7.77K 0.06% 228
2025
Q4 		$275K Sell
8,884
-300
-3% -$9.34K 0.07% 219
2025
Q3 		$290K Hold
9,184
– – 0.07% 195
2025
Q2 		$282K Sell
9,184
-521
-5% -$15.7K 0.08% 184
2025
Q1 		$298K Sell
9,705
-780
-7% -$24.6K 0.09% 169
2024
Q4 		$330K Sell
10,485
-1,448
-12% -$47.3K 0.1% 153
2024
Q3 		$397K Hold
11,933
– – 0.13% 131
2024
Q2 		$376K Sell
11,933
-835
-7% -$26.3K 0.13% 130
2024
Q1 		$412K Sell
12,768
-200
-2% -$6.38K 0.15% 121
2023
Q4 		$404K Sell
12,968
-1,536
-11% -$45.9K 0.16% 110
2023
Q3 		$437K Sell
14,504
-513
-3% -$15.7K 0.2% 95
2023
Q2 		$464K Hold
15,017
– – 0.21% 87
2023
Q1 		$469K Sell
15,017
-250
-2% -$8.03K 0.21% 80
2022
Q4 		$466K Sell
15,267
-1,542
-9% -$48K 0.24% 77
2022
Q3 		$532K Sell
16,809
-397
-2% -$13.3K 0.31% 63
2022
Q2 		$566K Sell
17,206
-66
-0.4% -$2.23K 0.32% 59
2022
Q1 		$629K Buy
17,272
+841
+5% +$30.9K 0.31% 58
2021
Q4 		$648K Buy
16,431
+3
+0% +$117 0.31% 56
2021
Q3 		$638K Buy
16,428
+3
+0% +$118 0.35% 52
2021
Q2 		$646K Buy
16,425
+2
+0% +$77 0.36% 49
2021
Q1 		$631K Buy
16,423
+332
+2% +$12.6K 0.39% 46
2020
Q4 		$620K Buy
16,091
+3,577
+29% +$134K 0.39% 52
2020
Q3 		$456K Hold
12,514
– – 0.26% 64
2020
Q2 		$434K Hold
12,514
– – 0.25% 66
2020
Q1 		$399K Sell
12,514
-5,772
-32% -$207K 0.26% 61
2019
Q4 		$686K Hold
18,286
– – 0.37% 50
2019
Q3 		$683K Hold
18,286
– – 0.36% 48
2019
Q2 		$674K Hold
18,286
– – 0.37% 46
2019
Q1 		$672K Buy
+18,286
New +$657K 0.19% 92

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Weaver Consulting Group's PFF Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.7% in Q3 2026, selling an estimated $6.8K and leaving 8,199 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #272.

Weaver Consulting Group first reported a position in PFF in Q1 2019 and has held it in 31 quarters since. The position peaked at $686K in Q4 2019. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Weaver Consulting Group held 8,199 shares of iShares Preferred and Income Securities ETF worth $242K as of Q3 2026.
  • Weaver Consulting Group sold 224 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $6.8K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #272 holding.
  • Weaver Consulting Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's iShares Preferred and Income Securities ETF position peaked at $686K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.