Advisor Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Advisor Group’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$56K	Sell	1,007 -250	-20%	-$13.3K	﹤0.01%	3343
2019 Q3	$68K	Buy	1,257 +200	+19%	+$10.7K	﹤0.01%	3179
2019 Q2	$57K	Sell	1,057 -3,307	-76%	-$185K	﹤0.01%	3265
2019 Q1	$247K	Buy	4,364 +3,307	+313%	+$176K	﹤0.01%	2103
2018 Q4	$49K	Hold	1,057	–	–	﹤0.01%	3194
2018 Q3	$59K	Buy	1,057 +567	+116%	+$30.6K	﹤0.01%	3157
2018 Q2	$26K	Sell	490 -1,302	-73%	-$68K	﹤0.01%	3545
2018 Q1	$92K	Buy	1,792 +1,302	+266%	+$66.6K	﹤0.01%	2615
2017 Q4	$24K	Buy	490 +150	+44%	+$7.1K	﹤0.01%	3593
2017 Q3	$16K	Hold	340	–	–	﹤0.01%	3695
2017 Q2	$16K	Hold	340	–	–	﹤0.01%	3636
2017 Q1	$16K	Hold	340	–	–	﹤0.01%	3492
2016 Q4	$15K	Sell	340 -99	-23%	-$4.18K	﹤0.01%	3395
2016 Q3	$18K	Sell	439 -16	-4%	-$613	﹤0.01%	3215
2016 Q2	$15K	Buy	+455	New	+$16.1K	﹤0.01%	3247

Other funds holding IDGT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advisor Group's IDGT Position: Q4 2019 in Review

Advisor Group reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 20% in Q4 2019, selling an estimated $13.3K and leaving 1,007 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Advisor Group first reported a position in IDGT in Q2 2016 and has held it in 15 quarters since. The position peaked at $247K in Q1 2019. 32 funds tracked by Wall St. Rank hold IDGT as of Q4 2019.

Advisor Group held 1,007 shares of iShares US Digital Infrastructure and Real Estate ETF worth $56K as of Q4 2019.
Advisor Group sold 250 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2019, an estimated $13.3K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3343 holding.
Advisor Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $247K in Q1 2019.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.