iShares S&P US Pref Stock Idx Fnd shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates 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 Management Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $237k | 7.6k | 30.96 |
| 2025-09-30 | $242k | 7.6k | 31.62 |
| 2024-12-31 | $207k | 6.6k | 31.44 |
| 2024-09-30 | $209k | 6.3k | 33.23 |
| 2024-06-30 | $208k | 6.6k | 31.55 |
| 2024-03-31 | $208k | 6.6k | 31.55 |
| 2023-12-31 | $210k | 6.7k | 31.19 |
| 2023-09-30 | $218k | 7.2k | 30.15 |
| 2023-06-30 | $236k | 7.6k | 30.93 |
| 2023-03-31 | $246k | 7.9k | 31.22 |
| 2022-12-31 | $256k | 8.4k | 30.53 |
| 2022-09-30 | $309k | 9.8k | 31.67 |
| 2022-06-30 | $321k | 9.8k | 32.88 |
| 2022-03-31 | $355k | 9.8k | 36.42 |
| 2021-12-31 | $404k | 10k | 39.43 |
| 2021-09-30 | $398k | 10k | 38.81 |
| 2021-06-30 | $581k | 15k | 39.34 |
| 2021-03-31 | $577k | 15k | 38.40 |
| 2020-12-31 | $389k | 10k | 38.51 |
| 2020-09-30 | $381k | 11k | 36.45 |
| 2020-06-30 | $362k | 11k | 34.64 |
| 2020-03-31 | $343k | 11k | 31.84 |
| 2019-12-31 | $430k | 11k | 37.59 |
| 2019-09-30 | $429k | 11k | 37.53 |
| 2019-06-30 | $419k | 11k | 36.85 |
| 2019-03-31 | $423k | 12k | 36.55 |
| 2018-12-31 | $396k | 12k | 34.23 |
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