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

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

Historical chart of ForthRight 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 ForthRight 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 ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 103k 33.23
2024-06-30 $5.5M 176k 31.55
2024-03-31 $6.6M 204k 32.23
2023-12-31 $6.8M 219k 31.19
2023-09-30 $8.9M 296k 30.15
2023-06-30 $9.3M 302k 30.93

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr Russ 2000 Divd (SMDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)

View all positions for ForthRight Wealth Management

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

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