iShares S&P US Pref Stock Idx Fnd shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $206k | 6.7k | 30.68 |
| 2025-03-31 | $238k | 7.7k | 30.73 |
| 2024-12-31 | $515k | 16k | 31.44 |
| 2024-09-30 | $447k | 14k | 33.23 |
| 2024-06-30 | $372k | 12k | 31.55 |
| 2024-03-31 | $369k | 11k | 32.23 |
| 2023-12-31 | $482k | 16k | 31.19 |
| 2023-09-30 | $408k | 14k | 30.15 |
| 2023-06-30 | $371k | 6.0k | 61.45 |
| 2023-03-31 | $6.1M | 151k | 40.80 |
| 2022-12-31 | $344k | 11k | 30.53 |
| 2022-09-30 | $420k | 13k | 31.66 |
| 2022-06-30 | $649k | 20k | 32.86 |
| 2022-03-31 | $596k | 16k | 36.39 |
| 2021-12-31 | $1.1M | 27k | 39.42 |
| 2021-09-30 | $784k | 15k | 53.65 |
| 2021-06-30 | $850k | 22k | 39.32 |
| 2021-03-31 | $927k | 24k | 38.41 |
| 2020-12-31 | $682k | 18k | 38.49 |
| 2020-09-30 | $627k | 17k | 36.47 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $753k | 24k | 31.86 |
| 2019-12-31 | $619k | 17k | 37.59 |
| 2019-09-30 | $404k | 11k | 37.56 |
| 2019-06-30 | $492k | 13k | 36.84 |
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