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 (DGRO). 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 | 70,271 | +2,023 | +3.0% | 1.07% | $4.9M | $69.10 |
| 2025 Q3 | REDUCED | 68,248 | -125,032 | -64.7% | 1.07% | $4.6M | $67.33 |
| 2025 Q2 | REDUCED | 193,280 | -809 | -0.4% | 3.11% | $12.4M | $62.89 |
| 2025 Q1 | ADDED | 194,089 | +16,562 | +9.3% | 3.32% | $12.0M | $60.45 |
| 2024 Q4 | ADDED | 177,527 | +11,036 | +6.6% | 3.14% | $10.9M | $59.72 |
| 2024 Q3 | REDUCED | 166,491 | -19,307 | -10.4% | 2.98% | $10.4M | $60.67 |
| 2024 Q2 | ADDED | 185,798 | +10,704 | +6.1% | 3.31% | $10.7M | $55.40 |
| 2024 Q1 | ADDED | 175,094 | +5,420 | +3.2% | 3.23% | $10.2M | $55.55 |
| 2023 Q4 | ADDED | 169,674 | +4,688 | +2.8% | 3.09% | $9.1M | $51.21 |
| 2023 Q3 | REDUCED | 164,986 | -4,493 | -2.7% | 3.01% | $8.2M | $46.81 |
As of 2025 Q4 — sorted by position size