Ownership history in DDFG, Inc · 12 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (IEI). 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 | 357,253 | +9,298 | +2.7% | 9.33% | $42.6M | $118.66 |
| 2025 Q3 | ADDED | 347,955 | +11,074 | +3.3% | 9.60% | $41.6M | $117.40 |
| 2025 Q2 | ADDED | 336,881 | +4,349 | +1.3% | 10.09% | $40.1M | $115.97 |
| 2025 Q1 | REDUCED | 332,532 | -12,219 | -3.5% | 10.89% | $39.3M | $114.04 |
| 2024 Q4 | ADDED | 344,751 | +6,677 | +2.0% | 11.50% | $39.8M | $110.93 |
| 2024 Q3 | ADDED | 338,074 | +85,011 | +33.6% | 11.55% | $40.4M | $113.59 |
| 2024 Q2 | ADDED | 253,063 | +4,513 | +1.8% | 9.03% | $29.2M | $108.78 |
| 2024 Q1 | ADDED | 248,550 | +41,229 | +19.9% | 9.15% | $28.8M | $108.25 |
| 2023 Q4 | ADDED | 207,321 | +88 | +0.0% | 8.22% | $24.3M | $108.96 |
| 2023 Q3 | ADDED | 207,233 | +61,458 | +42.2% | 8.64% | $23.5M | $104.27 |
As of 2025 Q4 — sorted by position size