WJ Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WJ Financial Advisors’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	$2.98M	Sell	97,889 -950	-1%	-$29.6K	2.19%	9
2026 Q1	$3M	Buy	98,839 +3,249	+3%	+$102K	2.42%	8
2025 Q4	$2.96M	Buy	95,590 +2,682	+3%	+$83.5K	2.64%	8
2025 Q3	$2.94M	Buy	+92,908	New	+$2.92M	2.85%	8

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

WJ Financial Advisors's PFF Position: Q2 2026 in Review

WJ Financial Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.96% in Q2 2026, selling an estimated $29.6K and leaving 97,889 shares worth $2.98M. The position accounts for 2.19% of the portfolio, ranked #9.

WJ Financial Advisors first reported a position in PFF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3M in Q1 2026. 966 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

WJ Financial Advisors held 97,889 shares of iShares Preferred and Income Securities ETF worth $2.98M as of Q2 2026.
WJ Financial Advisors sold 950 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $29.6K.
iShares Preferred and Income Securities ETF made up 2.19% of WJ Financial Advisors's portfolio in Q2 2026, its #9 holding.
WJ Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 4 quarters since.
WJ Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $3M in Q1 2026.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.