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
2026 Q2	$221K	Buy	+1,846	New	+$220K	﹤0.01%	3812
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 $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's IDGT Position: Q2 2026 in Review

Creative Planning opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 1,846 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #3812 among its holdings. This is a return to the name: Creative Planning previously reported a position in IDGT as recently as Q3 2022.

Creative Planning first reported a position in IDGT in Q2 2013 and has held it in 17 quarters since. The position peaked at $690K in Q1 2018. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Creative Planning held 1,846 shares of iShares US Digital Infrastructure and Real Estate ETF worth $221K as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new Creative Planning position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3812 holding.
Creative Planning first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
Creative Planning's iShares US Digital Infrastructure and Real Estate ETF position peaked at $690K in Q1 2018.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.