iShares S&P US Pref Stock Idx Fnd shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 65k | 30.96 |
| 2025-09-30 | $547k | 17k | 31.62 |
| 2025-06-30 | $387k | 13k | 30.68 |
| 2025-03-31 | $527k | 17k | 30.73 |
| 2024-12-31 | $341k | 11k | 31.44 |
| 2024-09-30 | $309k | 9.3k | 33.23 |
| 2024-06-30 | $293k | 9.3k | 31.55 |
| 2022-12-31 | $1.1M | 36k | 30.53 |
| 2021-12-31 | $940k | 24k | 39.43 |
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