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

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

Historical chart of New Insight Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd

Jan 2024Mar 2024May 2024Jul 2024Sep 2024280k300k320k8.5k9k9.5k10k10.5k
Value ($)Share countHistorical PFF position of New Insight Wealth … Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P US Pref Stock Idx Fnd held by New Insight 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 Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 8.4k 33.23
2024-06-30 $288k 9.1k 31.55
2024-03-31 $321k 10k 32.23
2023-12-31 $328k 11k 31.19