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 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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management's IDGT Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 9.2% in Q1 2026, selling an estimated $384K and leaving 40,802 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Envestnet Asset Management first reported a position in IDGT in Q1 2014 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

Envestnet Asset Management held 40,802 shares of iShares US Digital Infrastructure and Real Estate ETF worth $3.99M as of Q1 2026.
Envestnet Asset Management sold 4,146 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $384K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2502 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 9 quarters since.
58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.