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

Bristlecone 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
2025 Q3	–	Sell	-1,000	Closed	-$83K	–	258
2025 Q2	$83K	Hold	1,000	–	–	0.01%	241
2025 Q1	$73.8K	Buy	+1,000	New	+$79.4K	0.01%	305

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LRWA

Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bristlecone Advisors's IDGT Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2025, closing a stake of 1,000 shares — an estimated $83K sold.

Bristlecone Advisors first reported a position in IDGT in Q1 2025 and held it in 2 quarters. The position peaked at $83K in Q2 2025. 50 funds tracked by Wall St. Rank hold IDGT as of Q3 2025.

Bristlecone Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,000 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2025, an estimated $83K.
Bristlecone Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2025 and held it in 2 quarters.
Bristlecone Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $83K in Q2 2025.
50 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.