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 (IMCV). 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 | 46,836 | +1,767 | +3.9% | 0.84% | $3.9M | $82.00 |
| 2025 Q3 | ADDED | 45,069 | +13,154 | +41.2% | 0.84% | $3.6M | $79.50 |
| 2025 Q2 | ADDED | 31,915 | +1,881 | +6.3% | 0.61% | $2.4M | $74.78 |
| 2025 Q1 | ADDED | 30,034 | +23,005 | +327.3% | 0.62% | $2.2M | $72.59 |
| 2024 Q4 | ADDED | 7,029 | +1,059 | +17.7% | 0.15% | $522K | $72.23 |
| 2024 Q3 | ADDED | 5,970 | +457 | +8.3% | 0.13% | $458K | $74.05 |
| 2024 Q2 | ADDED | 5,513 | +719 | +15.0% | 0.12% | $387K | $67.38 |
| 2024 Q1 | REDUCED | 4,794 | -3,624 | -43.1% | 0.11% | $348K | $69.24 |
| 2023 Q4 | ADDED | 8,418 | +877 | +11.6% | 0.19% | $570K | $64.33 |
| 2023 Q3 | ADDED | 7,541 | +333 | +4.6% | 0.17% | $457K | $57.16 |
As of 2025 Q4 — sorted by position size