Ownership history in DDFG, Inc · 8 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (LRGF). 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 | 364,955 | +7,181 | +2.0% | 5.55% | $25.3M | $69.25 |
| 2025 Q3 | ADDED | 357,774 | +138,925 | +63.5% | 5.71% | $24.7M | $68.65 |
| 2025 Q2 | ADDED | 218,849 | +4,819 | +2.3% | 3.53% | $14.0M | $63.55 |
| 2025 Q1 | ADDED | 214,030 | +60,223 | +39.2% | 3.43% | $12.4M | $57.18 |
As of 2025 Q4 — sorted by position size