Carson Wealth (CWM LLC)’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Carson Wealth (CWM 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	$111K	Buy	1,139 +126	+12%	+$11.7K	﹤0.01%	3167
2025 Q4	$86K	Hold	1,013	–	–	﹤0.01%	3184
2025 Q3	$88K	Buy	1,013 +575	+131%	+$48.4K	﹤0.01%	3090
2025 Q2	$36K	Hold	438	–	–	﹤0.01%	3509
2025 Q1	$32K	Hold	438	–	–	﹤0.01%	3335
2024 Q4	$35K	Hold	438	–	–	﹤0.01%	3055
2024 Q3	$35K	Hold	438	–	–	﹤0.01%	2967
2024 Q2	$31K	Hold	438	–	–	﹤0.01%	2813
2024 Q1	$32K	Hold	438	–	–	﹤0.01%	2602
2023 Q4	$28K	Hold	438	–	–	﹤0.01%	2559
2023 Q3	$27K	Hold	438	–	–	﹤0.01%	2477
2023 Q2	$31K	Hold	438	–	–	﹤0.01%	2341
2023 Q1	$31K	Hold	438	–	–	﹤0.01%	2206
2022 Q4	$30K	Hold	438	–	–	﹤0.01%	2079
2022 Q3	$28K	Hold	438	–	–	﹤0.01%	2006
2022 Q2	$26K	Hold	438	–	–	﹤0.01%	1963
2022 Q1	$32K	Hold	438	–	–	﹤0.01%	1812
2021 Q4	$37K	Buy	+438	New	+$33.3K	﹤0.01%	1697
2021 Q2	$32K	Hold	438	–	–	﹤0.01%	1583
2021 Q1	$32K	Hold	438	–	–	﹤0.01%	1583
2020 Q4	$32K	Hold	438	–	–	﹤0.01%	1583
2020 Q3	$32K	Hold	438	–	–	﹤0.01%	1583
2020 Q2	$32K	Hold	438	–	–	﹤0.01%	1583
2020 Q1	$32K	Hold	438	–	–	﹤0.01%	1583
2019 Q4	$32K	Hold	438	–	–	﹤0.01%	1583
2019 Q3	$32K	Hold	438	–	–	﹤0.01%	1583
2019 Q2	$32K	Hold	438	–	–	﹤0.01%	1583
2019 Q1	$32K	Buy	+438	New	+$23.3K	﹤0.01%	1582

Other funds holding IDGT

AWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IDGT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 12% in Q1 2026, buying an estimated $11.7K and bringing the position to 1,139 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Carson Wealth (CWM LLC) first reported a position in IDGT in Q1 2019 and has held it in 28 quarters since. 59 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

Carson Wealth (CWM LLC) held 1,139 shares of iShares US Digital Infrastructure and Real Estate ETF worth $111K as of Q1 2026.
Carson Wealth (CWM LLC) bought 126 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $11.7K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3167 holding.
Carson Wealth (CWM LLC) first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2019 and has held it in 28 quarters since.
59 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.