Creative Planning’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Creative Planning’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
2022 Q4	–	Sell	-4,537	Closed	-$293K	–	2543
2022 Q3	$293K	Buy	+4,537	New	+$306K	﹤0.01%	1657
2018 Q2	–	Sell	-13,390	Closed	-$690K	–	2113
2018 Q1	$690K	Buy	+13,390	New	+$685K	﹤0.01%	924
2017 Q3	–	Sell	-1,390	Closed	-$64K	–	2737
2017 Q2	$64K	Hold	1,390	–	–	﹤0.01%	2319
2017 Q1	$63K	Hold	1,390	–	–	﹤0.01%	2298
2016 Q4	$61K	Hold	1,390	–	–	﹤0.01%	2227
2016 Q3	$57K	Hold	1,390	–	–	﹤0.01%	2255
2016 Q2	$49K	Hold	1,390	–	–	﹤0.01%	2145
2016 Q1	$51K	Hold	1,390	–	–	﹤0.01%	2092
2015 Q4	$52K	Hold	1,390	–	–	﹤0.01%	2088
2015 Q3	$50K	Buy	+1,390	New	+$52.3K	﹤0.01%	2039
2015 Q2	–	Sell	-1,460	Closed	-$55K	–	1961
2015 Q1	$55K	Buy	1,460 +60	+4%	+$2.23K	﹤0.01%	1967
2014 Q4	$52K	Sell	1,400 -400	-22%	-$14K	﹤0.01%	1983
2014 Q3	$62K	Buy	1,800 +400	+29%	+$13.8K	﹤0.01%	1770
2014 Q2	$49K	Hold	1,400	–	–	﹤0.01%	1897
2014 Q1	$48K	Buy	+1,400	New	+$47.8K	﹤0.01%	1822
2013 Q3	–	Sell	-250	Closed	-$7K	–	3274
2013 Q2	$7K	Buy	+250	New	+$7.18K	﹤0.01%	2415

Other funds holding IDGT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's IDGT Position: Q4 2022 in Review

Creative Planning sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2022, closing a stake of 4,537 shares — an estimated $293K sold.

Creative Planning first reported a position in IDGT in Q2 2013 and held it in 16 quarters. The position peaked at $690K in Q1 2018. 35 funds tracked by Wall St. Rank hold IDGT as of Q4 2022.

Creative Planning reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 4,537 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2022, an estimated $293K.
Creative Planning first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2013 and held it in 16 quarters.
Creative Planning's iShares US Digital Infrastructure and Real Estate ETF position peaked at $690K in Q1 2018.
35 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.