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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
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

B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EP Wealth Advisors's IDGT Position: Q1 2025 in Review

EP Wealth Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2025, closing a stake of 1,350 shares — an estimated $109K sold.

EP Wealth Advisors first reported a position in IDGT in Q4 2022 and held it in 3 quarters. The position peaked at $109K in Q4 2024. 45 funds tracked by Wall St. Rank hold IDGT as of Q1 2025.

  • EP Wealth Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 1,350 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2025, an estimated $109K.
  • EP Wealth Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • EP Wealth Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $109K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.