Whitney & Co’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 | $527K | Sell |
17,270
-1,330
| -7% | -$41.4K | 0.04% | 123 |
|
|
2026
Q1 | $564K | Hold |
18,600
| – | – | 0.05% | 118 |
|
|
2025
Q4 | $576K | Buy |
18,600
+1,700
| +10% | +$52.9K | 0.05% | 116 |
|
|
2025
Q3 | $534K | Sell |
16,900
-2,475
| -13% | -$77.8K | 0.05% | 90 |
|
|
2025
Q2 | $594K | Hold |
19,375
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $595K | Sell |
19,375
-650
| -3% | -$20.5K | 0.06% | 87 |
|
|
2024
Q4 | $630K | Sell |
20,025
-1,850
| -8% | -$60.4K | 0.07% | 78 |
|
|
2024
Q3 | $727K | Sell |
21,875
-155
| -0.7% | -$4.99K | 0.08% | 74 |
|
|
2024
Q2 | $695K | Buy |
22,030
+485
| +2% | +$15.3K | 0.08% | 75 |
|
|
2024
Q1 | $694K | Sell |
21,545
-5,450
| -20% | -$174K | 0.08% | 77 |
|
|
2023
Q4 | $842K | Sell |
26,995
-16,450
| -38% | -$491K | 0.11% | 70 |
|
|
2023
Q3 | $1.31M | Sell |
43,445
-1,500
| -3% | -$45.9K | 0.2% | 61 |
|
|
2023
Q2 | $1.39M | Sell |
44,945
-3,275
| -7% | -$100K | 0.2% | 58 |
|
|
2023
Q1 | $1.51M | Sell |
48,220
-75
| -0.2% | -$2.41K | 0.24% | 56 |
|
|
2022
Q4 | $1.47M | Sell |
48,295
-901
| -2% | -$28K | 0.27% | 58 |
|
|
2022
Q3 | $1.56M | Hold |
49,196
| – | – | 0.3% | 57 |
|
|
2022
Q2 | $1.62M | Sell |
49,196
-299
| -0.6% | -$10.1K | 0.29% | 58 |
|
|
2022
Q1 | $1.8M | Sell |
49,495
-69,444
| -58% | -$2.55M | 0.28% | 61 |
|
|
2021
Q4 | $4.69M | Sell |
118,939
-5,795
| -5% | -$225K | 0.69% | 49 |
|
|
2021
Q3 | $4.84M | Buy |
124,734
+1,700
| +1% | +$66.7K | 0.77% | 47 |
|
|
2021
Q2 | $4.84M | Sell |
123,034
-1,697
| -1% | -$65.7K | 0.77% | 47 |
|
|
2021
Q1 | $4.79M | Buy |
124,731
+1,810
| +1% | +$68.7K | 0.84% | 47 |
|
|
2020
Q4 | $4.69M | Buy |
122,921
+7,485
| +6% | +$280K | 0.76% | 50 |
|
|
2020
Q3 | $4.21M | Sell |
115,436
-3,327
| -3% | -$120K | 0.79% | 46 |
|
|
2020
Q2 | $4.11M | Sell |
118,763
-22,026
| -16% | -$750K | 0.84% | 46 |
|
|
2020
Q1 | $4.48M | Buy |
140,789
+4,096
| +3% | +$147K | 1.11% | 39 |
|
|
2019
Q4 | $5.14M | Buy |
136,693
+11,475
| +9% | +$428K | 1.02% | 42 |
|
|
2019
Q3 | $4.68M | Sell |
125,218
-5,737
| -4% | -$213K | 0.98% | 45 |
|
|
2019
Q2 | $4.83M | Buy |
130,955
+13,059
| +11% | +$478K | 1.08% | 37 |
|
|
2019
Q1 | $4.32M | Buy |
117,896
+43,074
| +58% | +$1.55M | 0.98% | 45 |
|
|
2018
Q4 | $2.68M | Buy |
74,822
+27,481
| +58% | +$973K | 0.69% | 51 |
|
|
2018
Q3 | $1.71M | Buy |
47,341
+22,457
| +90% | +$843K | 0.41% | 63 |
|
|
2018
Q2 | $938K | Buy |
24,884
+19,419
| +355% | +$723K | 0.25% | 68 |
|
|
2018
Q1 | $205K | Buy |
+5,465
| New | +$205K | 0.06% | 106 |
|
Other funds holding PFF
FIB
Whitney & Co's PFF Position: Q2 2026 in Review
Whitney & Co reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.2% in Q2 2026, selling an estimated $41.4K and leaving 17,270 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #123.
Whitney & Co first reported a position in PFF in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.14M in Q4 2019. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.
- Whitney & Co held 17,270 shares of iShares Preferred and Income Securities ETF worth $527K as of Q2 2026.
- Whitney & Co sold 1,330 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $41.4K.
- iShares Preferred and Income Securities ETF made up 0.04% of Whitney & Co's portfolio in Q2 2026, its #123 holding.
- Whitney & Co first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 34 quarters since.
- Whitney & Co's iShares Preferred and Income Securities ETF position peaked at $5.14M in Q4 2019.
- 970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.