iShares S&P US Pref Stock Idx Fnd shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P US Pref Stock Idx Fnd
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All positions including iShares S&P US Pref Stock Idx Fnd held by Summit 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 Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 105k | 32.23 |
| 2023-12-31 | $3.2M | 102k | 31.19 |
| 2023-09-30 | $3.1M | 103k | 30.15 |
| 2023-06-30 | $3.2M | 103k | 30.93 |
| 2023-03-31 | $3.4M | 109k | 31.22 |
| 2022-12-31 | $3.2M | 105k | 30.53 |
| 2022-09-30 | $3.3M | 104k | 31.67 |
| 2022-06-30 | $3.4M | 105k | 32.88 |
| 2021-12-31 | $4.3M | 110k | 39.43 |
| 2021-09-30 | $4.2M | 109k | 38.81 |
| 2021-06-30 | $3.8M | 97k | 39.34 |
| 2021-03-31 | $3.3M | 85k | 38.40 |
| 2020-12-31 | $2.5M | 66k | 38.51 |
| 2020-09-30 | $1.7M | 46k | 36.45 |
| 2020-06-30 | $986k | 29k | 34.64 |
| 2020-03-31 | $473k | 15k | 31.86 |
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