Winch Advisory Services’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
$11.7K Buy
385
+5
+1% +$156 ﹤0.01% 321
2026
Q1
$11.5K Buy
380
+3
+0.8% +$94 ﹤0.01% 302
2025
Q4
$11.7K Buy
377
+7
+2% +$218 ﹤0.01% 294
2025
Q3
$11.7K Buy
370
+5
+1% +$157 ﹤0.01% 286
2025
Q2
$11.2K Buy
365
+7
+2% +$211 ﹤0.01% 286
2025
Q1
$11K Buy
358
+4
+1% +$126 ﹤0.01% 275
2024
Q4
$11.1K Buy
354
+7
+2% +$229 ﹤0.01% 286
2024
Q3
$11.5K Buy
347
+5
+1% +$161 ﹤0.01% 253
2024
Q2
$10.8K Buy
342
+5
+1% +$157 ﹤0.01% 253
2024
Q1
$10.9K Buy
337
+4
+1% +$128 ﹤0.01% 253
2023
Q4
$10.4K Buy
333
+7
+2% +$209 ﹤0.01% 255
2023
Q3
$10K Buy
326
+5
+2% +$153 ﹤0.01% 251
2023
Q2
$10K Buy
321
+6
+2% +$184 ﹤0.01% 259
2023
Q1
$10K Buy
315
+3
+1% +$96 ﹤0.01% 258
2022
Q4
$10K Buy
312
+8
+3% +$249 ﹤0.01% 238
2022
Q3
$10K Buy
304
+4
+1% +$134 ﹤0.01% 224
2022
Q2
$10K Buy
300
+3
+1% +$102 ﹤0.01% 232
2022
Q1
$11K Buy
297
+2
+0.7% +$74 ﹤0.01% 247
2021
Q4
$12K Buy
295
+4
+1% +$155 ﹤0.01% 254
2021
Q3
$11K Buy
291
+3
+1% +$118 ﹤0.01% 264
2021
Q2
$11K Buy
288
+3
+1% +$116 ﹤0.01% 255
2021
Q1
$11K Buy
285
+3
+1% +$114 ﹤0.01% 240
2020
Q4
$11K Sell
282
-201
-42% -$7.51K ﹤0.01% 223
2020
Q3
$18K Buy
483
+6
+1% +$216 0.01% 152
2020
Q2
$17K Buy
477
+107
+29% +$3.65K 0.01% 154
2020
Q1
$12K Buy
370
+2
+0.5% +$72 0.01% 158
2019
Q4
$14K Buy
+368
New +$13.7K 0.01% 181

Other funds holding PFF

Winch Advisory Services's PFF Position: Q2 2026 in Review

Winch Advisory Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.3% in Q2 2026, buying an estimated $156 and bringing the position to 385 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Winch Advisory Services first reported a position in PFF in Q4 2019 and has held it in 27 quarters since. The position peaked at $18K in Q3 2020. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Winch Advisory Services held 385 shares of iShares Preferred and Income Securities ETF worth $11.7K as of Q2 2026.
  • Winch Advisory Services bought 5 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $156.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #321 holding.
  • Winch Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 27 quarters since.
  • Winch Advisory Services's iShares Preferred and Income Securities ETF position peaked at $18K in Q3 2020.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.