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iShares S&P US Pref Stock Idx Fnd shares owned by Fogel Capital Management

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Fogel Capital Management from 13F filings

Historical chart of Fogel Capital 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 Fogel Capital 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 Fogel Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 49k 31.62
2025-06-30 $1.3M 42k 30.68
2025-03-31 $1.5M 48k 30.73
2024-12-31 $1.5M 47k 31.44

More positions owned by Fogel Capital Management

Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chubb (CB)
Kratos Defense & Sec Solutio Com New (KTOS)
Broadcom (AVGO)
Enterprise Products Partners (EPD)
Energy Transfer Com Ut Ltd Ptn (ET)
MercadoLibre (MELI)
Johnson & Johnson (JNJ)
Elbit Sys Ord (ESLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
ConocoPhillips (COP)
Moody's Corporation (MCO)
Apple (AAPL)

View all positions for Fogel Capital Management

Top funds holding iShares S&P US Pref Stock Idx Fnd

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bramshill Investments
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
Raymond James Financial
BlackRock
Charles Schwab Investment Management
CliftonLarsonAllen Wealth Advisors
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares S&P US Pref Stock Idx Fnd