Aptus Capital Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Aptus Capital Advisors’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	$135K	Buy	1,126 +198	+21%	+$23.6K	﹤0.01%	1198
2026 Q1	$90.7K	Hold	928	–	–	﹤0.01%	1171
2025 Q4	$78.9K	Hold	928	–	–	﹤0.01%	1221
2025 Q3	$80.5K	Hold	928	–	–	﹤0.01%	1150
2025 Q2	$77K	Hold	928	–	–	﹤0.01%	1118
2025 Q1	$68.5K	Hold	928	–	–	﹤0.01%	1067
2024 Q4	$74.8K	Buy	+928	New	+$74.8K	﹤0.01%	1052
2023 Q4	–	Sell	-600	Closed	-$37.1K	–	940
2023 Q3	$37.1K	Hold	600	–	–	﹤0.01%	716
2023 Q2	$42.3K	Hold	600	–	–	﹤0.01%	603
2023 Q1	$42.9K	Buy	+600	New	+$41.7K	﹤0.01%	575

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

Aptus Capital Advisors's IDGT Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 21% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,126 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Aptus Capital Advisors first reported a position in IDGT in Q1 2023 and has held it in 10 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Aptus Capital Advisors held 1,126 shares of iShares US Digital Infrastructure and Real Estate ETF worth $135K as of Q2 2026.
Aptus Capital Advisors bought 198 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $23.6K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1198 holding.
Aptus Capital Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2023 and has held it in 10 quarters since.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.