Woodmont Investment Counsel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$611K Hold
19,920
0.04% 186
2025
Q1
$612K Buy
19,920
+2,899
+17% +$89.1K 0.04% 173
2024
Q4
$535K Hold
17,021
0.04% 181
2024
Q3
$566K Buy
17,021
+544
+3% +$18.1K 0.04% 172
2024
Q2
$520K Buy
16,477
+14,679
+816% +$463K 0.04% 173
2024
Q1
$58K Buy
+1,798
New +$58K ﹤0.01% 295
2022
Q3
Sell
-6,669
Closed -$219K 247
2022
Q2
$219K Sell
6,669
-1,150
-15% -$37.8K 0.03% 229
2022
Q1
$285K Buy
+7,819
New +$285K 0.03% 211
2021
Q3
Sell
-6,819
Closed -$268K 208
2021
Q2
$268K Buy
+6,819
New +$268K 0.04% 175