DDFG, Inc's ISHARES TRUST Holding Summary
As of 2025-03-31, DDFG, Inc held 255,742.00 shares of ISHARES TRUST(IUSV), totaling $23.60 Mil. This investment constitutes 6.54% of their stock portfolio, and DDFG, Inc now holds 0.12% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 7 purchases of IUSV, at an average price of $73.31, for a total of 266,019.00 shares. In addition, there have been 2 sales at an average price of $81.78 for 10,277.00 shares. Based on historical transaction data and IUSV's current price of $95.63, DDFG, Inc's estimated gain on his IUSV holdings is $5.79 Mil, reflecting a 29.71% gain to date.
DDFG, Inc IUSV ($95.63) Holding Chart
DDFG, Inc IUSV ($95.63) 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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