iShares S&P US Pref Stock Idx Fnd shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management 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 Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $506k | 16k | 32.23 |
| 2023-12-31 | $494k | 16k | 31.19 |
| 2023-09-30 | $476k | 16k | 30.15 |
| 2023-06-30 | $529k | 17k | 30.93 |
| 2023-03-31 | $568k | 18k | 31.22 |
| 2022-12-31 | $554k | 18k | 30.53 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management
Top funds holding iShares S&P US Pref Stock Idx Fnd
View all funds holding iShares S&P US Pref Stock Idx Fnd