Capital Analysts LLC’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Capital Analysts LLC’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	$13K	Hold	138	–	–	﹤0.01%	1212
2025 Q4	$12K	Hold	138	–	–	﹤0.01%	1211
2025 Q3	$12K	Hold	138	–	–	﹤0.01%	1172
2025 Q2	$11K	Hold	138	–	–	﹤0.01%	1127
2025 Q1	$10K	Hold	138	–	–	﹤0.01%	1122
2024 Q4	$11K	Hold	138	–	–	﹤0.01%	1045
2024 Q3	$11K	Hold	138	–	–	﹤0.01%	1011
2024 Q2	$10K	Hold	138	–	–	﹤0.01%	957
2024 Q1	$10K	Hold	138	–	–	﹤0.01%	923
2023 Q4	$9K	Hold	138	–	–	﹤0.01%	907
2023 Q3	$9K	Hold	138	–	–	﹤0.01%	894
2023 Q2	$10K	Hold	138	–	–	﹤0.01%	821
2023 Q1	$10K	Hold	138	–	–	﹤0.01%	806
2022 Q4	$10K	Hold	138	–	–	﹤0.01%	850
2022 Q3	$9K	Hold	138	–	–	﹤0.01%	819
2022 Q2	$8K	Hold	138	–	–	﹤0.01%	826
2022 Q1	$10K	Hold	138	–	–	﹤0.01%	751
2021 Q4	$12K	Hold	138	–	–	﹤0.01%	788
2021 Q3	$10K	Hold	138	–	–	﹤0.01%	792
2021 Q2	$10K	Hold	138	–	–	﹤0.01%	746
2021 Q1	$9K	Hold	138	–	–	﹤0.01%	802
2020 Q4	$8K	Hold	138	–	–	﹤0.01%	590
2020 Q3	$6K	Hold	138	–	–	﹤0.01%	633
2020 Q2	$7K	Hold	138	–	–	﹤0.01%	582
2020 Q1	$6K	Hold	138	–	–	﹤0.01%	568
2019 Q4	$8K	Hold	138	–	–	﹤0.01%	574
2019 Q3	$7K	Hold	138	–	–	﹤0.01%	583
2019 Q2	$7K	Hold	138	–	–	﹤0.01%	561
2019 Q1	$7K	Buy	+138	New	+$7.35K	﹤0.01%	541

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Capital Analysts LLC's IDGT Position: Q1 2026 in Review

Capital Analysts LLC held its iShares US Digital Infrastructure and Real Estate ETF (IDGT) position steady in Q1 2026 at 138 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Capital Analysts LLC first reported a position in IDGT in Q1 2019 and has held it in 29 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

Capital Analysts LLC held 138 shares of iShares US Digital Infrastructure and Real Estate ETF worth $13K as of Q1 2026.
Capital Analysts LLC left its iShares US Digital Infrastructure and Real Estate ETF share count unchanged in Q1 2026.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1212 holding.
Capital Analysts LLC first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2019 and has held it in 29 quarters since.
58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.