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iShares S&P US Pref Stock Idx Fnd shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 179k 30.32
2025-12-31 $465k 15k 30.96
2025-09-30 $1.6M 49k 31.62
2025-06-30 $1.6M 51k 30.68
2025-03-31 $1.7M 57k 30.73
2024-12-31 $1.9M 62k 31.44
2024-09-30 $2.2M 66k 33.23
2024-06-30 $2.1M 65k 31.55
2024-03-31 $2.1M 65k 32.23
2023-09-30 $1.5M 49k 30.15
2023-06-30 $1.5M 48k 30.93
2023-03-31 $1.4M 46k 31.22
2022-12-31 $583k 19k 30.51
2022-09-30 $717k 23k 31.67
2022-06-30 $747k 23k 32.89
2022-03-31 $1.0M 28k 36.41
2021-12-31 $23M 576k 39.43
2021-09-30 $21M 548k 38.81
2021-06-30 $21M 523k 39.33
2021-03-31 $574k 15k 38.43
2020-12-31 $379k 9.8k 38.53
2020-09-30 $337k 9.2k 36.50
2020-06-30 $280k 8.1k 34.70
2019-12-31 $277k 7.4k 37.58
2019-09-30 $370k 9.9k 37.54
2019-06-30 $329k 16k 20.51
2019-03-31 $301k 8.2k 36.56
2018-12-31 $341k 10k 34.18
2018-09-30 $405k 11k 36.70
2018-06-30 $500k 13k 37.90
2018-03-31 $423k 11k 37.24
2017-12-31 $104k 11k 9.80

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
Raymond James Financial
First Interstate Bank
BlackRock
Charles Schwab Investment Management
CliftonLarsonAllen Wealth Advisors
Us Bancorp
Branch Banking & Trust Company

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