World Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

World Investment 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	$1.08M	Sell	35,682 -4,003	-10%	-$125K	0.02%	678
2026 Q1	$1.2M	Sell	39,685 -1,782	-4%	-$55.8K	0.02%	649
2025 Q4	$1.28M	Buy	41,467 +10,336	+33%	+$322K	0.02%	604
2025 Q3	$984K	Sell	31,131 -4,880	-14%	-$153K	0.02%	571
2025 Q2	$1.1M	Buy	36,011 +16,862	+88%	+$508K	0.03%	504
2025 Q1	$588K	Buy	19,149 +1,713	+10%	+$54K	0.02%	646
2024 Q4	$548K	Buy	17,436 +7,409	+74%	+$242K	0.02%	650
2024 Q3	$333K	Buy	10,027 +3,671	+58%	+$118K	0.01%	707
2024 Q2	$201K	Buy	+6,356	New	+$200K	0.01%	602
2022 Q1	–	Sell	-6,612	Closed	-$240K	–	283
2021 Q4	$240K	Sell	6,612 -146	-2%	-$5.67K	0.05%	233
2021 Q3	$262K	Sell	6,758 -3,610	-35%	-$142K	0.06%	205
2021 Q2	$408K	Sell	10,368 -46	-0.4%	-$1.78K	0.09%	146
2021 Q1	$396K	Buy	10,414 +2,815	+37%	+$107K	0.1%	143
2020 Q4	$288K	Buy	+7,599	New	+$284K	0.07%	168
2020 Q1	–	Sell	-9,598	Closed	-$361K	–	167
2019 Q4	$361K	Buy	9,598 +711	+8%	+$26.5K	0.14%	94
2019 Q3	$334K	Sell	8,887 -200	-2%	-$7.44K	0.14%	92
2019 Q2	$340K	Buy	+9,087	New	+$333K	0.15%	80

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

World Investment Advisors's PFF Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 10% in Q2 2026, selling an estimated $125K and leaving 35,682 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #678.

World Investment Advisors first reported a position in PFF in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

World Investment Advisors held 35,682 shares of iShares Preferred and Income Securities ETF worth $1.08M as of Q2 2026.
World Investment Advisors sold 4,003 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $125K.
iShares Preferred and Income Securities ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #678 holding.
World Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 17 quarters since.
World Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.28M in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.