iShares S&P US Pref Stock Idx Fnd shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management 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 Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $85k | 2.7k | 30.96 |
| 2024-06-30 | $470k | 15k | 31.55 |
| 2024-03-31 | $506k | 16k | 32.23 |
| 2023-12-31 | $494k | 16k | 31.19 |
| 2023-09-30 | $476k | 16k | 30.15 |
| 2023-06-30 | $529k | 17k | 30.93 |
| 2023-03-31 | $568k | 18k | 31.22 |
| 2022-12-31 | $554k | 18k | 30.53 |
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