AWM
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Aprio Wealth Management's IDGT Position: Q1 2026 in Review

Aprio Wealth Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 23% in Q1 2026, buying an estimated $3.61M and bringing the position to 210,424 shares worth $20.6M. The position accounts for 1.12% of the portfolio, ranked #23.

Aprio Wealth Management first reported a position in IDGT in Q2 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Aprio Wealth Management held 210,424 shares of iShares US Digital Infrastructure and Real Estate ETF worth $20.6M as of Q1 2026.
  • Aprio Wealth Management bought 38,935 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $3.61M.
  • iShares US Digital Infrastructure and Real Estate ETF made up 1.12% of Aprio Wealth Management's portfolio in Q1 2026, its #23 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 8 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.