Icon Wealth Advisors »

iShares S&P US Pref Stock Idx Fnd shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $194k 6.0k 32.23
2023-12-31 $193k 6.2k 31.19
2022-12-31 $525k 17k 30.53
2022-09-30 $633k 20k 31.69

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Amazon Stock (AMZN)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Enterprise Prods Partners Stock (EPD)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Mariner Wealth Advisors
BlackRock
Global Assets Advisory
Ameriprise Financial
Cohen & Steers Capital Management
Us Bancorp

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