Wolff Wiese Magana’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wolff Wiese Magana’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	$7.78K	Hold	255	–	–	﹤0.01%	546
2026 Q1	$7.73K	Hold	255	–	–	﹤0.01%	515
2025 Q4	$7.89K	Sell	255 -341	-57%	-$10.6K	﹤0.01%	486
2025 Q3	$18.8K	Buy	596 +484	+432%	+$15.2K	0.01%	329
2025 Q2	$3.44K	Hold	112	–	–	﹤0.01%	630
2025 Q1	$3.44K	Hold	112	–	–	﹤0.01%	644
2024 Q4	$3.52K	Hold	112	–	–	﹤0.01%	616
2024 Q3	$3.72K	Hold	112	–	–	﹤0.01%	632
2024 Q2	$3.53K	Hold	112	–	–	﹤0.01%	473
2024 Q1	$3.61K	Hold	112	–	–	﹤0.01%	436
2023 Q4	$3.49K	Hold	112	–	–	﹤0.01%	418
2023 Q3	$3.38K	Hold	112	–	–	﹤0.01%	484
2023 Q2	$3.46K	Hold	112	–	–	﹤0.01%	488
2023 Q1	$3.5K	Hold	112	–	–	﹤0.01%	467
2022 Q4	$3.42K	Hold	112	–	–	﹤0.01%	448
2022 Q3	$4K	Hold	112	–	–	﹤0.01%	648
2022 Q2	$4K	Hold	112	–	–	﹤0.01%	669
2022 Q1	$4K	Hold	112	–	–	﹤0.01%	664
2021 Q4	$4K	Hold	112	–	–	﹤0.01%	668
2021 Q3	$4K	Hold	112	–	–	﹤0.01%	651
2021 Q2	$4K	Hold	112	–	–	﹤0.01%	654
2021 Q1	$4K	Hold	112	–	–	﹤0.01%	626
2020 Q4	$4K	Buy	+112	New	+$4.18K	﹤0.01%	570

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 22.9% 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

Wolff Wiese Magana's PFF Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 255 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Wolff Wiese Magana first reported a position in PFF in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.8K in Q3 2025. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Wolff Wiese Magana held 255 shares of iShares Preferred and Income Securities ETF worth $7.78K as of Q2 2026.
Wolff Wiese Magana left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #546 holding.
Wolff Wiese Magana first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares Preferred and Income Securities ETF position peaked at $18.8K in Q3 2025.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.