iShares S&P US Pref Stock Idx Fnd shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 18k | 31.62 |
| 2025-06-30 | $576k | 19k | 30.68 |
| 2025-03-31 | $684k | 22k | 30.73 |
| 2024-12-31 | $699k | 22k | 31.44 |
| 2024-09-30 | $743k | 22k | 33.23 |
| 2024-06-30 | $710k | 23k | 31.55 |
| 2024-03-31 | $731k | 23k | 32.23 |
| 2023-12-31 | $815k | 26k | 31.19 |
| 2023-09-30 | $863k | 29k | 30.15 |
| 2023-06-30 | $934k | 30k | 30.93 |
| 2023-03-31 | $1.1M | 37k | 31.22 |
| 2022-12-31 | $1.1M | 37k | 30.53 |
| 2022-09-30 | $944k | 30k | 31.67 |
| 2022-06-30 | $1.0M | 31k | 32.88 |
| 2022-03-31 | $1.1M | 30k | 36.42 |
| 2021-12-31 | $1.7M | 43k | 39.43 |
| 2021-09-30 | $1.7M | 43k | 38.81 |
| 2021-06-30 | $1.6M | 41k | 39.33 |
| 2021-03-31 | $1.4M | 37k | 38.40 |
| 2020-12-31 | $1.2M | 32k | 38.51 |
| 2020-09-30 | $1.2M | 33k | 36.45 |
| 2020-06-30 | $1.1M | 33k | 34.64 |
| 2020-03-31 | $1.1M | 35k | 31.84 |
| 2019-12-31 | $1.5M | 39k | 37.59 |
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