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 (IUSG). 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 | 267,464 | +3,700 | +1.4% | 9.83% | $44.9M | $167.76 |
| 2025 Q3 | REDUCED | 263,764 | -63 | -0.0% | 10.02% | $43.4M | $164.10 |
| 2025 Q2 | REDUCED | 263,827 | -563 | -0.2% | 9.98% | $39.7M | $149.77 |
| 2025 Q1 | REDUCED | 264,390 | -4,679 | -1.7% | 9.31% | $33.6M | $126.36 |
| 2024 Q4 | ADDED | 269,069 | +2,998 | +1.1% | 10.82% | $37.5M | $138.38 |
| 2024 Q3 | ADDED | 266,071 | +1,468 | +0.6% | 10.03% | $35.1M | $130.76 |
| 2024 Q2 | REDUCED | 264,603 | -27 | -0.0% | 10.42% | $33.7M | $126.13 |
| 2024 Q1 | REDUCED | 264,630 | -7,731 | -2.8% | 9.85% | $31.0M | $115.83 |
| 2023 Q4 | ADDED | 272,361 | +1,165 | +0.4% | 9.59% | $28.4M | $102.73 |
| 2023 Q3 | REDUCED | 271,196 | -44,315 | -14.0% | 9.48% | $25.7M | $93.29 |
As of 2025 Q4 — sorted by position size