iShares S&P US Pref Stock Idx Fnd shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $442k | 14k | 30.96 |
| 2025-09-30 | $715k | 23k | 31.62 |
| 2025-06-30 | $765k | 25k | 30.68 |
| 2025-03-31 | $7.5M | 245k | 30.73 |
| 2024-12-31 | $351k | 11k | 31.44 |
| 2024-09-30 | $350k | 11k | 33.23 |
| 2024-06-30 | $365k | 12k | 31.55 |
| 2024-03-31 | $348k | 11k | 32.23 |
| 2023-12-31 | $282k | 9.1k | 31.19 |
| 2023-09-30 | $538k | 18k | 30.15 |
| 2023-06-30 | $570k | 18k | 30.93 |
| 2023-03-31 | $602k | 19k | 31.22 |
| 2022-12-31 | $429k | 14k | 30.53 |
| 2022-09-30 | $507k | 16k | 31.68 |
| 2022-06-30 | $415k | 13k | 32.85 |
| 2022-03-31 | $906k | 25k | 36.43 |
| 2021-12-31 | $9.2M | 234k | 39.43 |
| 2021-09-30 | $7.3M | 187k | 38.81 |
| 2021-06-30 | $6.9M | 177k | 39.33 |
| 2021-03-31 | $6.1M | 158k | 38.40 |
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