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 (IJJ). 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 | 57,203 | +1,119 | +2.0% | 1.65% | $7.5M | $131.15 |
| 2025 Q3 | ADDED | 56,084 | +12,929 | +30.0% | 1.68% | $7.3M | $128.50 |
| 2025 Q2 | ADDED | 43,155 | +2,014 | +4.9% | 1.34% | $5.3M | $121.88 |
| 2025 Q1 | ADDED | 41,141 | +16,999 | +70.4% | 1.37% | $4.9M | $117.58 |
As of 2025 Q4 — sorted by position size