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iShares S&P US Pref Stock Idx Fnd shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG 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 SFMG Wealth Advisors 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $321k 9.7k 33.23
2024-06-30 $302k 9.6k 31.55
2024-03-31 $306k 9.5k 32.23
2023-12-31 $294k 9.4k 31.19
2023-09-30 $284k 9.4k 30.15
2023-06-30 $317k 10k 30.93
2023-03-31 $275k 8.8k 31.22
2022-12-31 $447k 15k 30.53
2022-09-30 $404k 13k 30.71
2022-06-30 $432k 13k 32.84
2022-03-31 $479k 13k 36.42
2021-12-31 $519k 13k 39.46
2021-09-30 $510k 13k 38.78
2021-06-30 $517k 13k 39.32
2021-03-31 $505k 13k 38.41
2020-12-31 $520k 14k 38.53
2020-09-30 $463k 13k 36.47
2020-06-30 $440k 13k 34.66
2020-03-31 $404k 13k 31.83
2019-12-31 $477k 13k 37.58
2019-09-30 $476k 13k 37.51
2019-06-30 $474k 13k 37.35
2019-03-31 $464k 13k 36.57
2018-12-31 $462k 14k 34.21
2018-09-30 $467k 13k 35.91
2018-06-30 $490k 13k 37.69
2018-03-31 $526k 14k 37.57
2017-12-31 $494k 13k 38.08
2017-09-30 $533k 14k 38.85
2017-06-30 $537k 14k 39.14
2017-03-31 $502k 13k 38.71
2016-12-31 $480k 13k 37.24
2016-09-30 $534k 14k 39.49
2016-06-30 $286k 7.2k 39.87
2015-03-31 $286k 7.1k 40.11

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

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