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 (SMLF). 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 | 85,516 | +640 | +0.8% | 1.40% | $6.4M | $74.69 |
| 2025 Q3 | ADDED | 84,876 | +848 | +1.0% | 1.46% | $6.3M | $73.92 |
| 2025 Q2 | ADDED | 84,028 | +2,160 | +2.6% | 1.44% | $5.7M | $67.34 |
| 2025 Q1 | ADDED | 81,868 | +3,456 | +4.4% | 1.41% | $5.1M | $61.41 |
As of 2025 Q4 — sorted by position size