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iShares S&P US Pref Stock Idx Fnd shares owned by Oak Harvest Investment Services

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Oak Harvest Investment Services from 13F filings

Historical chart of Oak Harvest Investment Services 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 Oak Harvest Investment Services 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 Oak Harvest Investment Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 343k 30.96
2025-09-30 $10M 330k 31.62
2025-06-30 $9.7M 317k 30.68
2025-03-31 $9.4M 305k 30.73

More positions owned by Oak Harvest Investment Services

Vanguard Scottsdale Fds Short Term Treas (VGSH)
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Vanguard Whitehall Fds High Div Yld (VYM)
Broadcom (AVGO)
Morgan Stanley Common Stock (MS)
Microsoft Corporation (MSFT)
Cisco Systems (CSCO)
Vanguard Index Fds Growth Etf (VUG)
Rio Tinto Common Stock (RIO)
NVIDIA Corporation Common Stock (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Agnico (AEM)

View all positions for Oak Harvest Investment Services

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

Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
Raymond James Financial
BlackRock
Charles Schwab Investment Management
Bramshill Investments
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Us Bancorp

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