IJK — 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 (IJK). 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
2.36% (2022 Q4)
Avg. % of fund
1.55%
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 75,948 +1,053 +1.4% 1.61% $7.4M $96.78
2025 Q3 ADDED 74,895 +14,318 +23.6% 1.66% $7.2M $95.59
2025 Q2 ADDED 60,577 +2,015 +3.4% 1.39% $5.5M $90.54
2025 Q1 ADDED 58,562 +24,013 +69.5% 1.35% $4.9M $82.74
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJK price (monthly, adj. close)

Other funds also holding IJK

As of 2025 Q4 — sorted by position size

Broadview Financial Management, LLC 3Y 7Y 6.08% Sterling Financial Planning, Inc. 3Y 5.37% Hudson Capital Management LLC 3Y 7Y 4.7% Ifrah Financial Services, Inc. 3Y 7Y 3.54% First Citizens Financial Corp 3Y 3.52% Brightwater Advisory LLC 3.02% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 2.86% Willis Johnson & Associates, Inc. 3Y 2.84% LTG Capital LLC 3Y 2.78% Denver PWM, LLC 3Y 7Y 2.48%
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