iShares S&P US Pref Stock Idx Fnd shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris 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 Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 37k | 31.62 |
| 2025-06-30 | $1.2M | 38k | 30.68 |
| 2025-03-31 | $1.2M | 40k | 30.73 |
| 2024-12-31 | $1.4M | 45k | 31.44 |
| 2024-09-30 | $1.5M | 45k | 33.23 |
| 2024-06-30 | $1.0M | 32k | 31.55 |
| 2024-03-31 | $952k | 30k | 32.23 |
| 2023-12-31 | $239k | 7.7k | 31.19 |
| 2021-12-31 | $205k | 5.2k | 39.31 |
Top funds holding iShares S&P US Pref Stock Idx Fnd
View all funds holding iShares S&P US Pref Stock Idx Fnd