Forteris Wealth Management »

iShares S&P US Pref Stock Idx Fnd shares owned by Forteris Wealth Management

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

Historical chart of Forteris Wealth Management investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Forteris Wealth 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 Forteris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $580k 19k 30.96

More positions owned by Forteris Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
Meta Platforms Cl A (META)
Applied Materials (AMAT)
Eli Lilly & Co. (LLY)

View all positions for Forteris Wealth Management

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

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

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