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iShares S&P US Pref Stock Idx Fnd shares owned by Core Wealth Partners

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $381k 12k 32.23
2023-12-31 $369k 12k 31.19
2023-09-30 $366k 12k 30.15
2023-06-30 $375k 12k 30.93
2023-03-31 $480k 15k 31.22
2022-12-31 $260k 2.0k 126.86

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Mariner Wealth Advisors
BlackRock
Global Assets Advisory
Ameriprise Financial
Cohen & Steers Capital Management
Us Bancorp

View all funds holding iShares S&P US Pref Stock Idx Fnd