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

Woodmont Investment Counsel’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	$958K	Hold	31,404	–	–	0.05%	142
2026 Q1	$952K	Hold	31,404	–	–	0.06%	137
2025 Q4	$972K	Buy	31,404 +14,035	+81%	+$437K	0.06%	136
2025 Q3	$549K	Sell	17,369 -2,551	-13%	-$80.2K	0.04%	171
2025 Q2	$611K	Hold	19,920	–	–	0.04%	186
2025 Q1	$612K	Buy	19,920 +2,899	+17%	+$91.4K	0.04%	173
2024 Q4	$535K	Hold	17,021	–	–	0.04%	181
2024 Q3	$566K	Buy	17,021 +544	+3%	+$17.5K	0.04%	172
2024 Q2	$520K	Buy	16,477 +14,679	+816%	+$462K	0.04%	173
2024 Q1	$58K	Buy	+1,798	New	+$57.3K	﹤0.01%	295
2022 Q3	–	Sell	-6,669	Closed	-$219K	–	247
2022 Q2	$219K	Sell	6,669 -1,150	-15%	-$38.9K	0.03%	229
2022 Q1	$285K	Buy	+7,819	New	+$288K	0.03%	211
2021 Q3	–	Sell	-6,819	Closed	-$268K	–	208
2021 Q2	$268K	Buy	+6,819	New	+$264K	0.04%	175

Other funds holding PFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Woodmont Investment Counsel's PFF Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 31,404 shares worth $958K. The position accounts for 0.05% of the portfolio, ranked #142.

Woodmont Investment Counsel first reported a position in PFF in Q2 2021 and has held it in 13 quarters since. The position peaked at $972K in Q4 2025. 482 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Woodmont Investment Counsel held 31,404 shares of iShares Preferred and Income Securities ETF worth $958K as of Q2 2026.
Woodmont Investment Counsel left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #142 holding.
Woodmont Investment Counsel first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and has held it in 13 quarters since.
Woodmont Investment Counsel's iShares Preferred and Income Securities ETF position peaked at $972K in Q4 2025.
482 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.