EP Wealth Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

EP Wealth Advisors’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	$147K	Buy	+1,225	New	+$146K	﹤0.01%	1594
2025 Q1	–	Sell	-1,350	Closed	-$109K	–	1329
2024 Q4	$109K	Hold	1,350	–	–	﹤0.01%	1193
2024 Q3	$106K	Buy	+1,350	New	+$100K	﹤0.01%	1135
2023 Q1	–	Sell	-1,550	Closed	-$107K	–	665
2022 Q4	$107K	Buy	+1,550	New	+$109K	﹤0.01%	596

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

EP Wealth Advisors's IDGT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 1,225 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #1594 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IDGT as recently as Q4 2024.

EP Wealth Advisors first reported a position in IDGT in Q4 2022 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

EP Wealth Advisors held 1,225 shares of iShares US Digital Infrastructure and Real Estate ETF worth $147K as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1594 holding.
EP Wealth Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.