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iShares S&P US Pref Stock Idx Fnd shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 82k 30.15
2023-06-30 $356k 12k 30.93
2023-03-31 $2.4M 76k 31.22
2022-12-31 $2.3M 75k 30.53
2022-09-30 $2.2M 71k 31.67
2022-06-30 $2.3M 70k 32.88
2022-03-31 $2.3M 63k 36.42
2021-12-31 $2.4M 64k 37.67
2021-09-30 $4.6M 59k 77.91
2021-03-31 $2.3M 60k 38.40
2020-12-31 $2.3M 60k 38.51