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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
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Commonwealth Equity Services
Wright Fund Managment
Orgel Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft
Janney Montgomery Scott

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