iShares S&P US Pref Stock Idx Fnd shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 11k | 31.62 |
| 2025-06-30 | $516k | 17k | 30.68 |
| 2025-03-31 | $657k | 21k | 30.73 |
| 2024-12-31 | $918k | 29k | 31.44 |
| 2024-09-30 | $1.1M | 34k | 33.23 |
| 2024-06-30 | $1.2M | 39k | 31.55 |
| 2024-03-31 | $1.2M | 37k | 32.23 |
| 2023-09-30 | $1.3M | 43k | 30.15 |
| 2023-06-30 | $1.4M | 46k | 30.93 |
| 2023-03-31 | $1.4M | 46k | 31.22 |
| 2022-12-31 | $1.7M | 55k | 30.53 |
| 2022-09-30 | $3.0M | 96k | 31.67 |
| 2022-06-30 | $5.9M | 180k | 32.88 |
| 2022-03-31 | $8.5M | 234k | 36.42 |
| 2021-12-31 | $9.5M | 242k | 39.43 |
| 2021-09-30 | $8.6M | 222k | 38.81 |
| 2021-06-30 | $7.0M | 179k | 39.36 |
| 2021-03-31 | $6.5M | 170k | 38.40 |
| 2020-12-31 | $6.6M | 170k | 38.51 |
| 2013-09-30 | $235k | 6.2k | 37.98 |
| 2013-06-30 | $499k | 13k | 39.27 |
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