IDEV ISHARES TR

Ownership history in DDFG, Inc  ·  13 quarters on record

This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (IDEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.48% (2024 Q1)
Avg. % of fund
7.62%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 401,883 +10,625 +2.7% 7.26% $33.1M $82.48
2025 Q3 ADDED 391,258 +44,047 +12.7% 7.24% $31.4M $78.70
2025 Q2 REDUCED 347,211 -1,989 -0.6% 6.64% $26.4M $74.65
2025 Q1 REDUCED 349,200 -62,290 -15.1% 6.67% $24.1M $66.49
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IDEV price (monthly, adj. close)
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