iShares S&P US Pref Stock Idx Fnd shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShares S&P US Pref Stock Idx Fnd
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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $179k | 5.9k | 30.15 |
| 2023-06-30 | $193k | 6.3k | 30.93 |
| 2023-03-31 | $371k | 12k | 31.22 |
| 2022-06-30 | $708k | 22k | 32.86 |
| 2022-03-31 | $524k | 14k | 36.39 |
| 2021-12-31 | $482k | 12k | 39.43 |
| 2021-09-30 | $465k | 12k | 38.81 |
| 2021-06-30 | $463k | 12k | 39.34 |
| 2021-03-31 | $387k | 10k | 38.43 |
| 2020-06-30 | $565k | 16k | 34.63 |
| 2019-03-31 | $7.0k | 195 | 35.90 |
| 2018-06-30 | $19k | 516 | 36.82 |
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