iShares S&P US Pref Stock Idx Fnd shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group 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 Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 44k | 30.67 |
| 2025-06-30 | $1.2M | 40k | 31.25 |
| 2025-03-31 | $1.5M | 49k | 30.73 |
| 2024-12-31 | $1.6M | 50k | 31.29 |
| 2024-09-30 | $4.2M | 126k | 33.02 |
| 2024-06-30 | $5.4M | 201k | 27.10 |
| 2024-03-31 | $5.9M | 215k | 27.48 |
| 2023-12-31 | $6.4M | 205k | 31.19 |
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