iShares S&P US Pref Stock Idx Fnd shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares S&P US Pref Stock Idx Fnd
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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $441k | 14k | 31.62 |
| 2025-06-30 | $497k | 16k | 30.68 |
| 2025-03-31 | $776k | 25k | 30.73 |
| 2024-12-31 | $1.1M | 36k | 31.44 |
| 2024-09-30 | $1.1M | 32k | 33.23 |
| 2024-06-30 | $923k | 29k | 31.55 |
| 2024-03-31 | $840k | 26k | 32.23 |
| 2023-12-31 | $819k | 26k | 31.19 |
| 2023-09-30 | $769k | 26k | 30.15 |
| 2023-06-30 | $789k | 26k | 30.93 |
| 2023-03-31 | $812k | 26k | 31.22 |
| 2022-12-31 | $794k | 26k | 30.53 |
| 2022-09-30 | $837k | 26k | 31.66 |
| 2022-06-30 | $739k | 23k | 32.89 |
| 2022-03-31 | $836k | 23k | 36.40 |
| 2021-12-31 | $1.9M | 48k | 39.44 |
| 2021-09-30 | $1.9M | 48k | 38.82 |
| 2021-06-30 | $1.9M | 48k | 39.34 |
| 2021-03-31 | $1.9M | 49k | 38.41 |
| 2020-12-31 | $2.2M | 58k | 38.51 |
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Home Depot (HD)
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