Ownership history in DDFG, Inc · 12 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (IEI). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 357,253 | +9,298 | +2.7% | 9.33% | $42.6M | $118.66 |
| 2025 Q3 | ADDED | 347,955 | +11,074 | +3.3% | 9.60% | $41.6M | $117.40 |
| 2025 Q2 | ADDED | 336,881 | +4,349 | +1.3% | 10.09% | $40.1M | $115.97 |
| 2025 Q1 | REDUCED | 332,532 | -12,219 | -3.5% | 10.89% | $39.3M | $114.04 |
As of 2025 Q4 — sorted by position size