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iShares S&P US Pref Stock Idx Fnd shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies 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 Aj Wealth Strategies 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 Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $812k 26k 30.93
2023-03-31 $806k 26k 31.22
2022-12-31 $799k 26k 30.52
2022-09-30 $1.5M 46k 31.66
2022-06-30 $1.5M 46k 32.88
2022-03-31 $5.0M 137k 36.42
2021-12-31 $8.4M 213k 39.43
2021-09-30 $5.2M 135k 38.81
2021-06-30 $3.3M 83k 39.33
2021-03-31 $3.2M 83k 38.41
2020-12-31 $3.2M 83k 38.51
2020-09-30 $2.4M 65k 36.45
2020-06-30 $2.6M 75k 34.64
2020-03-31 $2.7M 85k 31.84
2019-12-31 $25M 655k 37.59
2019-09-30 $24M 649k 37.53
2019-06-30 $20M 534k 36.85
2019-03-31 $17M 463k 36.55
2018-12-31 $298k 8.7k 34.23

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

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

Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
Ameriprise Financial
Us Bancorp
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
First Interstate Bank
Charles Schwab Investment Management

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