iShares S&P US Pref Stock Idx Fnd shares owned by Instrumental Wealth
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth 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 Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 14k | 31.31 |
| 2025-06-30 | $282k | 9.1k | 30.94 |
| 2025-03-31 | $272k | 9.0k | 30.23 |
| 2024-12-31 | $279k | 8.8k | 31.63 |
| 2024-09-30 | $296k | 8.9k | 33.37 |
| 2024-06-30 | $280k | 8.8k | 31.63 |
| 2024-03-31 | $245k | 7.8k | 31.47 |
| 2023-12-31 | $260k | 8.2k | 31.68 |
| 2023-09-30 | $223k | 7.8k | 28.75 |
| 2023-06-30 | $209k | 6.8k | 30.92 |
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