DDFG, Inc's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 113,880.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $13.89 Mil. This investment constitutes 3.85% of their stock portfolio, and DDFG, Inc now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 4 purchases of ITOT, at an average price of $85.12, for a total of 122,985.00 shares. In addition, there have been 5 sales at an average price of $105.86 for 9,105.00 shares. Based on historical transaction data and ITOT's current price of $135.00, DDFG, Inc's estimated gain on his ITOT holdings is $5.87 Mil, reflecting a 56.06% gain to date.
DDFG, Inc ITOT ($135.00) Holding Chart
DDFG, Inc ITOT ($135.00) 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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