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iShares S&P US Pref Stock Idx Fnd shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group 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 Wealth Dimensions Group 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 Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 6.6k 31.19
2023-06-30 $564k 18k 30.93
2023-03-31 $570k 18k 31.22
2021-06-30 $218k 5.5k 39.30
2021-03-31 $223k 5.8k 38.41

More positions owned by Wealth Dimensions Group

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Procter & Gamble Company (PG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Samsara Com Cl A (IOT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Wealth Dimensions Group

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

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Wright Fund Managment
Commonwealth Equity Services
Orgel Wealth Management
Branch Banking & Trust Company
First Interstate Bank
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft

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