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

BerganKDV 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
2019 Q4	–	Sell	-335	Closed	-$18K	–	957
2019 Q3	$18K	Hold	335	–	–	﹤0.01%	441
2019 Q2	$18K	Sell	335 -20	-6%	-$1.12K	﹤0.01%	438
2019 Q1	$20K	Sell	355 -146	-29%	-$7.78K	﹤0.01%	433
2018 Q4	$24K	Buy	+501	New	+$25.2K	0.01%	373

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

BerganKDV Wealth Management's IDGT Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2019, closing a stake of 335 shares — an estimated $18K sold.

BerganKDV Wealth Management first reported a position in IDGT in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q4 2018. 32 funds tracked by Wall St. Rank hold IDGT as of Q4 2019.

BerganKDV Wealth Management reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 335 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2019, an estimated $18K.
BerganKDV Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2018 and held it in 4 quarters.
BerganKDV Wealth Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $24K in Q4 2018.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.