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iShares S&P US Pref Stock Idx Fnd shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 12k 31.19
2023-09-30 $354k 12k 30.15
2023-06-30 $228k 7.4k 30.93
2023-03-31 $229k 7.3k 31.22
2022-12-31 $754k 23k 33.13
2022-09-30 $504k 16k 31.72
2022-03-31 $576k 17k 33.98

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Nucor Corporation (NUE)
Msc Indl Direct Cl A (MSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Casey's General Stores (CASY)
Gra (GGG)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Chevron Corporation (CVX)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Abbott Laboratories (ABT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

View all positions for WealthPlan Investment Management

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