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iShares S&P US Pref Stock Idx Fnd shares owned by Heron Financial Group

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

Historical chart of Heron Financial Group 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 Heron Financial Group 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 Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.2M 39k 30.93
2023-03-31 $1.2M 39k 31.22
2022-12-31 $1.2M 39k 31.46
2022-09-30 $2.8M 87k 31.66
2022-06-30 $2.9M 87k 32.88
2022-03-31 $3.5M 96k 36.42
2021-12-31 $3.9M 104k 37.56
2021-09-30 $4.1M 106k 38.81
2021-06-30 $4.2M 107k 39.33
2021-03-31 $4.3M 113k 38.40
2020-12-31 $4.3M 112k 37.97
2020-09-30 $4.3M 116k 36.75
2020-06-30 $4.2M 121k 34.89
2020-03-31 $4.5M 132k 33.83
2019-12-31 $5.3M 138k 38.29

More positions owned by Heron Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Thermo Fisher Scientific (TMO)

View all positions for Heron Financial Group

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
Wright Fund Managment
Commonwealth Equity Services
Orgel Wealth Management
Branch Banking & Trust Company
First Interstate Bank
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft

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