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iShares S&P US Pref Stock Idx Fnd shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $941k 30k 30.96
2025-09-30 $1.4M 43k 31.62
2025-06-30 $1.4M 45k 30.68
2025-03-31 $1.4M 45k 30.73
2024-12-31 $291k 9.3k 31.44
2024-09-30 $308k 9.3k 33.23
2024-06-30 $273k 8.7k 31.55
2024-03-31 $279k 8.7k 32.23
2023-12-31 $257k 8.2k 31.19
2023-09-30 $241k 8.0k 30.15
2023-06-30 $291k 9.4k 30.93
2023-03-31 $297k 9.5k 31.22
2022-12-31 $293k 9.6k 30.53
2022-09-30 $323k 10k 31.64
2022-06-30 $616k 19k 32.89
2022-03-31 $1.2M 34k 36.42
2021-12-31 $1.3M 34k 39.42
2021-09-30 $1.4M 36k 38.82
2021-06-30 $1.4M 36k 39.33
2021-03-31 $1.1M 29k 38.42
2020-12-31 $1.0M 27k 38.51
2020-09-30 $850k 23k 36.46
2020-06-30 $808k 23k 34.66
2018-03-31 $211k 5.6k 37.53
2017-12-31 $334k 8.8k 38.12
2017-09-30 $579k 15k 38.78
2017-06-30 $855k 22k 39.18
2017-03-31 $503k 13k 38.71
2016-12-31 $425k 11k 37.20
2016-09-30 $471k 12k 39.50
2016-06-30 $449k 11k 39.88
2016-03-31 $230k 5.9k 39.08
2015-12-31 $226k 5.8k 38.93
2015-09-30 $219k 5.7k 38.56

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE All World Ex US Etf (VEU)
SPDR S&P 500 ETF Tr Etf (SPY)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)

View all positions for Pinnacle Wealth Management Advisory

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
Raymond James Financial
First Interstate Bank
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