iShares S&P US Pref Stock Idx Fnd shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group 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 Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $378k | 12k | 31.19 |
| 2023-12-31 | $378k | 12k | 31.19 |
| 2023-09-30 | $416k | 14k | 30.15 |
| 2023-06-30 | $423k | 14k | 30.93 |
| 2023-03-31 | $467k | 15k | 31.22 |
| 2022-12-31 | $454k | 15k | 30.53 |
| 2022-09-30 | $333k | 11k | 31.71 |
| 2022-03-31 | $215k | 5.9k | 36.47 |
| 2021-12-31 | $231k | 5.9k | 39.41 |
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