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 (IMCG). 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 | 50,456 | +2,094 | +4.3% | 0.88% | $4.0M | $79.72 |
| 2025 Q3 | ADDED | 48,362 | +10,678 | +28.3% | 0.92% | $4.0M | $82.39 |
| 2025 Q2 | ADDED | 37,684 | +2,416 | +6.9% | 0.76% | $3.0M | $79.75 |
| 2025 Q1 | ADDED | 35,268 | +21,433 | +154.9% | 0.70% | $2.5M | $70.87 |
| 2024 Q4 | ADDED | 13,835 | +1,060 | +8.3% | 0.30% | $1.0M | $74.82 |
| 2024 Q3 | ADDED | 12,775 | +583 | +4.8% | 0.27% | $932K | $72.13 |
| 2024 Q2 | ADDED | 12,192 | +696 | +6.1% | 0.26% | $826K | $66.80 |
| 2024 Q1 | REDUCED | 11,496 | -5,579 | -32.7% | 0.26% | $813K | $69.58 |
| 2023 Q4 | ADDED | 17,075 | +948 | +5.9% | 0.37% | $1.1M | $63.33 |
| 2023 Q3 | REDUCED | 16,127 | -3,351 | -17.2% | 0.34% | $921K | $55.98 |
As of 2025 Q4 — sorted by position size