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iShares S&P US Pref Stock Idx Fnd shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 220k 31.19
2023-09-30 $6.5M 215k 30.15
2023-06-30 $6.0M 194k 30.93
2023-03-31 $6.0M 192k 31.22
2022-12-31 $5.0M 162k 30.53
2022-09-30 $3.6M 115k 31.67
2022-06-30 $2.4M 74k 32.88
2022-03-31 $2.7M 75k 36.42
2021-12-31 $3.0M 76k 39.42
2021-09-30 $3.0M 77k 38.81
2021-06-30 $3.2M 83k 39.33
2021-03-31 $3.1M 81k 38.40
2020-12-31 $2.8M 74k 38.51
2020-09-30 $2.9M 79k 36.45
2020-06-30 $2.7M 77k 34.64
2020-03-31 $2.6M 82k 31.84
2019-12-31 $3.1M 84k 37.58
2019-09-30 $2.5M 67k 37.53
2019-06-30 $2.5M 67k 36.85
2019-03-31 $2.6M 72k 36.55
2018-12-31 $3.7M 109k 34.23
2018-09-30 $3.1M 83k 37.14
2018-06-30 $3.1M 83k 37.71
2018-03-31 $3.2M 86k 37.56
2017-12-31 $3.2M 85k 38.07
2017-09-30 $3.5M 89k 38.81
2017-06-30 $3.3M 85k 39.18
2017-03-31 $2.6M 66k 38.70
2016-12-31 $2.4M 65k 37.21
2016-09-30 $4.3M 108k 39.50
2016-06-30 $4.4M 111k 39.89
2016-03-31 $4.3M 110k 39.03
2015-12-31 $4.6M 119k 38.85
2015-09-30 $4.8M 125k 38.60
2015-06-30 $5.3M 136k 39.17
2015-03-31 $6.3M 157k 40.11
2014-12-31 $9.0M 227k 39.44
2014-09-30 $11M 280k 39.52
2014-06-30 $11M 284k 39.91
2014-03-31 $8.4M 215k 39.03
2013-12-31 $8.6M 234k 36.83
2013-09-30 $11M 296k 38.00
2013-06-30 $13M 335k 39.28
2013-03-31 $15M 375k 40.52

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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