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 (ITOT). 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 | 61,235 | -2,488 | -3.9% | 1.99% | $9.1M | $148.36 |
| 2025 Q3 | REDUCED | 63,723 | -51,100 | -44.5% | 2.14% | $9.3M | $144.85 |
| 2025 Q2 | ADDED | 114,823 | +943 | +0.8% | 3.90% | $15.5M | $133.91 |
| 2025 Q1 | REDUCED | 113,880 | -650 | -0.6% | 3.85% | $13.9M | $120.63 |
| 2024 Q4 | ADDED | 114,530 | +135 | +0.1% | 4.25% | $14.7M | $126.80 |
| 2024 Q3 | REDUCED | 114,395 | -2,621 | -2.2% | 4.11% | $14.4M | $123.41 |
| 2024 Q2 | REDUCED | 117,016 | -47 | -0.0% | 4.29% | $13.9M | $116.26 |
| 2024 Q1 | ADDED | 117,063 | +94 | +0.1% | 4.29% | $13.5M | $112.53 |
| 2023 Q4 | ADDED | 116,969 | +58 | +0.0% | 4.16% | $12.3M | $102.42 |
| 2023 Q3 | REDUCED | 116,911 | -4,634 | -3.8% | 4.06% | $11.0M | $91.27 |
As of 2025 Q4 — sorted by position size