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iShares S&P US Pref Stock Idx Fnd shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd

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All positions including iShares S&P US Pref Stock Idx Fnd held by HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 39k 31.73
2025-06-30 $1.2M 41k 30.68
2025-03-31 $1.3M 43k 30.73
2024-12-31 $1.3M 43k 31.44
2024-09-30 $1.4M 42k 33.23
2024-06-30 $1.3M 42k 31.55
2024-03-31 $1.3M 41k 32.23
2023-12-31 $1.3M 41k 31.19
2023-09-30 $1.4M 48k 30.15
2023-06-30 $2.1M 69k 30.93
2023-03-31 $2.1M 66k 31.22
2022-12-31 $1.9M 63k 30.53
2022-09-30 $2.7M 85k 31.67
2022-06-30 $2.8M 85k 32.88
2022-03-31 $3.3M 91k 36.42
2021-12-31 $3.7M 93k 39.43
2021-09-30 $3.4M 89k 38.81
2021-06-30 $3.3M 83k 39.34
2021-03-31 $3.1M 80k 38.41
2020-12-31 $4.4M 114k 38.51
2020-09-30 $4.0M 109k 36.45
2020-06-30 $3.6M 106k 34.54
2020-03-31 $3.4M 109k 31.13
2019-12-31 $4.0M 108k 36.84
2019-09-30 $2.8M 76k 36.47
2019-06-30 $3.8M 104k 36.85
2019-03-31 $3.8M 106k 35.73
2018-12-31 $2.5M 76k 33.30
2018-09-30 $2.9M 82k 35.26
2018-06-30 $3.5M 95k 36.94
2018-03-31 $3.6M 99k 36.84
2017-12-31 $3.7M 99k 37.32
2017-09-30 $3.5M 91k 38.00
2017-06-30 $3.4M 89k 38.31
2017-03-31 $3.5M 92k 37.86
2016-12-31 $3.4M 94k 36.47

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
Palo Alto Networks Common Stock (PANW)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

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

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

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