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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Summit Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
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