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 (IVE). 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 | REDUCED | 120,627 | -963 | -0.8% | 5.60% | $25.6M | $211.29 |
| 2025 Q3 | ADDED | 121,590 | +1,271 | +1.1% | 5.80% | $25.1M | $204.79 |
| 2025 Q2 | ADDED | 120,319 | +3,763 | +3.2% | 5.91% | $23.5M | $192.97 |
| 2025 Q1 | ADDED | 116,556 | +1,004 | +0.9% | 6.16% | $22.2M | $187.40 |
| 2024 Q4 | REDUCED | 115,552 | -988 | -0.8% | 6.37% | $22.1M | $186.96 |
| 2024 Q3 | REDUCED | 116,540 | -1,092 | -0.9% | 6.57% | $23.0M | $192.07 |
| 2024 Q2 | REDUCED | 117,632 | -2,263 | -1.9% | 6.61% | $21.4M | $176.28 |
| 2024 Q1 | REDUCED | 119,895 | -3,630 | -2.9% | 7.12% | $22.4M | $180.10 |
| 2023 Q4 | REDUCED | 123,525 | -2,171 | -1.7% | 7.27% | $21.5M | $166.88 |
| 2023 Q3 | REDUCED | 125,696 | -2,477 | -1.9% | 7.13% | $19.3M | $146.96 |
As of 2025 Q4 — sorted by position size