IUSV — ISHARES TR

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 (IUSV). 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.

Peak position
6.54% (2025 Q1)
Avg. % of fund
6.22%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 280,310 +9,196 +3.4% 6.29% $28.7M $102.15
2025 Q3 ADDED 271,114 +12,478 +4.8% 6.26% $27.1M $99.04
2025 Q2 ADDED 258,636 +2,894 +1.1% 6.16% $24.5M $93.32
2025 Q1 ADDED 255,742 +14,488 +6.0% 6.54% $23.6M $90.59
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSV price (monthly, adj. close)

Other funds also holding IUSV

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 13.89% Tanglewood Legacy Advisors, LLC 3Y 13.71% Veracity Capital LLC 3Y 12.22% PCA Investment Advisory Services Inc. 10.84% FORTRESS FINANCIAL GROUP, LLC 10.67% ASPIRIANT, LLC 3Y 7Y 10.55% Birchcreek Wealth Management, LLC 3Y 10.03% Keenan, LLC 9.87% Kestra Investment Management, LLC 9.46% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.16%
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