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

Cherry Tree 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
2026
Q1 		$1.08K Hold
11
– – ﹤0.01% 535
2025
Q4 		$935 Buy
+11
New +$959 ﹤0.01% 544

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Raymond James Financial
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Cetera Investment Advisers
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Susquehanna International Group
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VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Cherry Tree Wealth Management's IDGT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares US Digital Infrastructure and Real Estate ETF (IDGT) position steady in Q1 2026 at 11 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Cherry Tree Wealth Management first reported a position in IDGT in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Cherry Tree Wealth Management held 11 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.08K as of Q1 2026.
  • Cherry Tree Wealth Management 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 Cherry Tree Wealth Management's portfolio in Q1 2026, its #535 holding.
  • Cherry Tree Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.