Aprio Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Aprio Wealth Management’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
2026 Q2	$26.1M	Buy	218,032 +7,608	+4%	+$906K	1.29%	15
2026 Q1	$20.6M	Buy	210,424 +38,935	+23%	+$3.61M	1.12%	23
2025 Q4	$14.6M	Buy	171,489 +8,066	+5%	+$703K	0.84%	35
2025 Q3	$14.2M	Buy	163,423 +6,737	+4%	+$568K	1.41%	18
2025 Q2	$13M	Sell	156,686 -225	-0.1%	-$17.3K	1.47%	18
2025 Q1	$11.6M	Buy	156,911 +23,558	+18%	+$1.87M	1.45%	16
2024 Q4	$10.7M	Buy	133,353 +24,324	+22%	+$1.96M	1.57%	15
2024 Q3	$8.6M	Buy	109,029 +35,194	+48%	+$2.62M	1.37%	16
2024 Q2	$5.2M	Buy	+73,835	New	+$5.09M	0.95%	23

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Aprio Wealth Management's IDGT Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 3.6% in Q2 2026, buying an estimated $906K and bringing the position to 218,032 shares worth $26.1M. The position accounts for 1.29% of the portfolio, ranked #15.

Aprio Wealth Management first reported a position in IDGT in Q2 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Aprio Wealth Management held 218,032 shares of iShares US Digital Infrastructure and Real Estate ETF worth $26.1M as of Q2 2026.
Aprio Wealth Management bought 7,608 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $906K.
iShares US Digital Infrastructure and Real Estate ETF made up 1.29% of Aprio Wealth Management's portfolio in Q2 2026, its #15 holding.
Aprio Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.