Envestnet Asset Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Envestnet Asset 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 Q2	$4.42M	Sell	36,904 -3,898	-10%	-$464K	﹤0.01%	2552
2026 Q1	$3.99M	Sell	40,802 -4,146	-9%	-$384K	﹤0.01%	2502
2025 Q4	$3.82M	Buy	44,948 +5,492	+14%	+$479K	﹤0.01%	2367
2025 Q3	$3.42M	Buy	39,456 +232	+0.6%	+$19.5K	﹤0.01%	2520
2025 Q2	$3.26M	Buy	39,224 +1,694	+5%	+$130K	﹤0.01%	2498
2025 Q1	$2.77M	Buy	+37,530	New	+$2.98M	﹤0.01%	2514
2021 Q2	–	Sell	-7,095	Closed	-$477K	–	3664
2021 Q1	$477K	Buy	+7,095	New	+$471K	﹤0.01%	2869
2014 Q4	–	Sell	-2,391	Closed	-$82K	–	2610
2014 Q3	$82K	Sell	2,391 -2,436	-50%	-$84.3K	﹤0.01%	1357
2014 Q2	$169K	Sell	4,827 -135	-3%	-$4.58K	﹤0.01%	1050
2014 Q1	$171K	Buy	+4,962	New	+$169K	﹤0.01%	947

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

Envestnet Asset Management's IDGT Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 9.6% in Q2 2026, selling an estimated $464K and leaving 36,904 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Envestnet Asset Management first reported a position in IDGT in Q1 2014 and has held it in 10 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Envestnet Asset Management held 36,904 shares of iShares US Digital Infrastructure and Real Estate ETF worth $4.42M as of Q2 2026.
Envestnet Asset Management sold 3,898 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $464K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2552 holding.
Envestnet Asset Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2014 and has held it in 10 quarters since.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.