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iShares S&P US Pref Stock Idx Fnd shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 7.5k 30.49

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Msci Emrg Chn (EMXC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Forthright Family Wealth Advisory

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
BlackRock
Charles Schwab Investment Management
Raymond James Financial
CliftonLarsonAllen Wealth Advisors
Steward Partners Investment Advisory
Branch Banking & Trust Company

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