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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Weaver Consulting Group's PFF Position: Q2 2026 in Review

Weaver Consulting Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.5% in Q2 2026, selling an estimated $6.63K and leaving 8,423 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #252.

Weaver Consulting Group first reported a position in PFF in Q1 2019 and has held it in 30 quarters since. The position peaked at $686K in Q4 2019. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Weaver Consulting Group held 8,423 shares of iShares Preferred and Income Securities ETF worth $257K as of Q2 2026.
  • Weaver Consulting Group sold 213 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $6.63K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #252 holding.
  • Weaver Consulting Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 30 quarters since.
  • Weaver Consulting Group's iShares Preferred and Income Securities ETF position peaked at $686K in Q4 2019.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.