WR Wealth Planners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.67K	Hold	85	–	–	﹤0.01%	808
2024 Q3	$2.83K	Hold	85	–	–	﹤0.01%	834
2024 Q2	$2.68K	Hold	85	–	–	﹤0.01%	824
2024 Q1	$2.74K	Buy	+85	New	+$2.71K	﹤0.01%	821
2023 Q4	–	Sell	-210	Closed	-$6.33K	–	659
2023 Q3	$6.33K	Hold	210	–	–	﹤0.01%	641
2023 Q2	$6.5K	Sell	210 -978	-82%	-$29.9K	﹤0.01%	643
2023 Q1	$37.1K	Hold	1,188	–	–	0.02%	355
2022 Q4	$36.3K	Sell	1,188 -350	-23%	-$10.9K	0.02%	187
2022 Q3	$48.7K	Hold	1,538	–	–	0.03%	162
2022 Q2	$50.6K	Hold	1,538	–	–	0.03%	167
2022 Q1	$56K	Buy	+1,538	New	+$56.6K	0.03%	166

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WR Wealth Planners's PFF Position: Q4 2024 in Review

WR Wealth Planners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q4 2024 at 85 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

WR Wealth Planners first reported a position in PFF in Q1 2022 and has held it in 11 quarters since. The position peaked at $56K in Q1 2022. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

WR Wealth Planners held 85 shares of iShares Preferred and Income Securities ETF worth $2.67K as of Q4 2024.
WR Wealth Planners left its iShares Preferred and Income Securities ETF share count unchanged in Q4 2024.
iShares Preferred and Income Securities ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #808 holding.
WR Wealth Planners first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Preferred and Income Securities ETF position peaked at $56K in Q1 2022.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.