AF
IDGT icon

Atala Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-85
Closed -$6.27K – 266
2025
Q1 		$6.27K Hold
85
– – ﹤0.01% 385
2024
Q4 		$6.85K Buy
+85
New +$6.85K ﹤0.01% 375

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Atala Financial's IDGT Position: Q2 2025 in Review

Atala Financial sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2025, closing a stake of 85 shares — an estimated $6.27K sold.

Atala Financial first reported a position in IDGT in Q4 2024 and held it in 2 quarters. The position peaked at $6.85K in Q4 2024. 46 funds tracked by Wall St. Rank hold IDGT as of Q2 2025.

  • Atala Financial reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 85 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2025, an estimated $6.27K.
  • Atala Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares US Digital Infrastructure and Real Estate ETF position peaked at $6.85K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.