Number of Shares
58,562.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
1.35%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
18.57%
DDFG, Inc's iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 58,562.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $4.88 Mil. This investment constitutes 1.35% of their stock portfolio, and DDFG, Inc now holds 0.06% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 3 purchases of IJK, at an average price of $73.40, for a total of 108,229.00 shares. In addition, there have been 6 sales at an average price of $80.22 for 49,667.00 shares. Based on historical transaction data and IJK's current price of $92.80, DDFG, Inc's estimated gain on his IJK holdings is $1.48 Mil, reflecting a 18.57% gain to date.
DDFG, Inc IJK ($92.80) Holding Chart
DDFG, Inc IJK ($92.80) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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