DDFG, Inc's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 41,141.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $4.93 Mil. This investment constitutes 1.37% of their stock portfolio, and DDFG, Inc now holds 0.06% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 4 purchases of IJJ, at an average price of $106.25, for a total of 64,495.00 shares. In addition, there have been 5 sales at an average price of $112.19 for 23,354.00 shares. Based on historical transaction data and IJJ's current price of $126.61, DDFG, Inc's estimated gain on his IJJ holdings is $976,228.63, reflecting a 14.25% gain to date.
DDFG, Inc IJJ ($126.61) Holding Chart
DDFG, Inc IJJ ($126.61) 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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