iShares S&P US Pref Stock Idx Fnd shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.3M | 140k | 30.68 |
| 2025-03-31 | $4.6M | 149k | 30.73 |
| 2024-12-31 | $6.7M | 214k | 31.44 |
| 2024-09-30 | $6.3M | 188k | 33.23 |
| 2024-03-31 | $20M | 613k | 32.23 |
| 2023-12-31 | $21M | 657k | 31.19 |
| 2023-09-30 | $21M | 704k | 30.15 |
| 2023-06-30 | $22M | 705k | 30.93 |
| 2023-03-31 | $23M | 721k | 31.22 |
| 2022-12-31 | $24M | 779k | 30.53 |
| 2022-09-30 | $26M | 829k | 31.67 |
| 2022-06-30 | $27M | 811k | 32.88 |
| 2022-03-31 | $29M | 786k | 36.42 |
| 2021-12-31 | $32M | 815k | 39.43 |
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