iShares S&P US Pref Stock Idx Fnd shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd
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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 52k | 31.19 |
| 2023-09-30 | $3.2M | 105k | 30.15 |
| 2023-06-30 | $3.2M | 104k | 30.93 |
| 2023-03-31 | $3.6M | 116k | 31.22 |
| 2022-12-31 | $3.6M | 120k | 30.53 |
| 2022-09-30 | $4.1M | 129k | 31.67 |
| 2022-06-30 | $4.8M | 147k | 32.88 |
| 2022-03-31 | $6.0M | 164k | 36.42 |
| 2021-12-31 | $6.6M | 169k | 39.43 |
| 2021-09-30 | $5.3M | 136k | 38.81 |
| 2021-06-30 | $4.5M | 115k | 39.34 |
| 2021-03-31 | $3.8M | 99k | 38.40 |
| 2020-12-31 | $3.4M | 88k | 38.51 |
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