iShares S&P US Pref Stock Idx Fnd shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 38k | 31.62 |
| 2025-06-30 | $1.2M | 38k | 30.68 |
| 2025-03-31 | $1.2M | 39k | 30.73 |
| 2024-12-31 | $1.2M | 39k | 31.44 |
| 2024-09-30 | $1.3M | 39k | 33.23 |
| 2024-06-30 | $1.0M | 33k | 31.55 |
| 2024-03-31 | $1.3M | 41k | 32.23 |
| 2023-12-31 | $2.0M | 64k | 31.19 |
| 2023-09-30 | $2.1M | 71k | 30.15 |
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