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iShares S&P US Pref Stock Idx Fnd shares owned by Lane & Associates

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

Historical chart of Lane & Associates 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 Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $225k 7.3k 30.73
2024-12-31 $519k 16k 31.81
2024-09-30 $593k 18k 33.23
2024-06-30 $639k 20k 31.55
2024-03-31 $507k 16k 32.23
2023-12-31 $345k 11k 31.19

More positions owned by Lane & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Lane & Associates

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

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
Bramshill Investments
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Us Bancorp

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