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iShares S&P US Pref Stock Idx Fnd shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 48 31.63
2025-06-30 $1.5k 48 30.69
2025-03-31 $1.5k 48 31.85
2024-12-31 $4.8k 144 33.14

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

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

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