Ownership history in DDFG, Inc · 2 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (IYR). 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 | 92,521 | +2,080 | +2.3% | 1.90% | $8.7M | $93.63 |
| 2025 Q3 | INITIATED | 90,441 | — | — | 2.03% | $8.8M | $95.93 |
As of 2025 Q4 — sorted by position size