Smith Shellnut Wilson »

iShares S&P US Pref Stock Idx Fnd shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson investment in iShares S&P US Pref Stock Idx Fnd

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All positions including iShares S&P US Pref Stock Idx Fnd held by Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 81k 32.23
2023-12-31 $2.5M 80k 31.19
2023-09-30 $2.5M 82k 30.15
2023-06-30 $2.5M 82k 30.93
2023-03-31 $2.7M 86k 31.22
2022-12-31 $2.6M 86k 30.53
2022-09-30 $3.1M 98k 31.67
2022-06-30 $3.4M 105k 32.88
2022-03-31 $3.9M 107k 36.42
2021-12-31 $4.1M 103k 39.43
2021-09-30 $2.4M 62k 38.81
2021-06-30 $1.5M 39k 39.33
2021-03-31 $1.5M 38k 38.41
2020-12-31 $1.5M 38k 38.51
2020-09-30 $1.4k 39k 0.04
2020-06-30 $1.3M 39k 34.63
2020-03-31 $1.2M 38k 31.85
2019-12-31 $1.3M 34k 37.60
2019-09-30 $1.1M 30k 37.54
2019-06-30 $1.2M 32k 36.86
2019-03-31 $797k 23k 34.23
2018-12-31 $797k 23k 34.23
2018-09-30 $1.2M 34k 37.13
2018-03-31 $925k 25k 37.57
2017-12-31 $537k 14k 38.07
2017-09-30 $559k 14k 38.80
2017-03-31 $426k 11k 38.72
2016-12-31 $380k 10k 37.19

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Proshares S&p500 Aristocrats S&p 500 Dv Arist (NOBL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Core Msci Eafe (IEFA)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Lowe's Companies (LOW)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Smith Shellnut Wilson

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