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iShares S&P US Pref Stock Idx Fnd shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth 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 New England Private Wealth Advisors 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 33k 31.44
2024-09-30 $1.1M 33k 33.23
2024-03-31 $1.2M 36k 32.12
2023-12-31 $1.1M 36k 31.20
2023-09-30 $1.1M 35k 30.12
2023-06-30 $1.1M 34k 30.94
2023-03-31 $1.1M 34k 31.22
2022-12-31 $994k 33k 30.53
2022-09-30 $1.0M 33k 31.66
2022-06-30 $1.9M 53k 36.40
2022-03-31 $1.9M 53k 36.40
2021-12-31 $2.1M 84k 24.35
2021-09-30 $2.0M 52k 38.81
2021-06-30 $1.8M 47k 39.35
2021-03-31 $1.7M 45k 38.38
2020-12-31 $1.3M 34k 38.47
2020-09-30 $892k 25k 36.42
2020-06-30 $932k 27k 34.50
2020-03-31 $857k 27k 31.77
2019-12-31 $1.0M 28k 37.58
2019-09-30 $988k 26k 37.53
2019-06-30 $907k 25k 36.83
2019-03-31 $925k 25k 36.54
2018-12-31 $1.5M 44k 34.27
2018-09-30 $2.1M 55k 37.15
2018-06-30 $2.1M 55k 37.74
2018-03-31 $2.0M 52k 37.54
2017-12-31 $1.5M 39k 38.05
2017-09-30 $1.4M 36k 38.77
2017-06-30 $1.4M 36k 39.14
2017-03-31 $1.4M 36k 38.75
2016-12-31 $958k 26k 37.27
2016-09-30 $1.5M 38k 39.52
2016-06-30 $852k 21k 39.87
2016-03-31 $604k 16k 39.06
2015-12-31 $601k 16k 38.88

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Exponential Tech (XT)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for New England Private Wealth Advisors

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Raymond James Financial
Ameriprise Financial
Us Bancorp
Jpmorgan Chase & Co
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors

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