iShares S&P US Pref Stock Idx Fnd shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares S&P US Pref Stock Idx Fnd
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All positions including iShares S&P US Pref Stock Idx Fnd held by Perfromance Wealth Partners 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 Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $465k | 15k | 31.62 |
| 2025-06-30 | $451k | 15k | 30.68 |
| 2025-03-31 | $452k | 15k | 30.73 |
| 2024-12-31 | $494k | 16k | 31.44 |
| 2024-09-30 | $515k | 16k | 33.23 |
| 2024-06-30 | $489k | 16k | 31.55 |
| 2024-03-31 | $509k | 16k | 32.23 |
| 2023-12-31 | $495k | 16k | 31.19 |
| 2023-09-30 | $483k | 16k | 30.15 |
| 2023-06-30 | $496k | 16k | 30.90 |
| 2023-03-31 | $519k | 17k | 31.22 |
| 2022-12-31 | $556k | 18k | 30.53 |
| 2022-09-30 | $584k | 18k | 31.67 |
| 2022-06-30 | $620k | 19k | 32.89 |
| 2022-03-31 | $700k | 19k | 36.41 |
| 2021-12-31 | $758k | 19k | 39.41 |
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