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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$106K	﹤0.01%	1135
2023 Q1	–	Sell	-1,550	Closed	-$107K	–	665
2022 Q4	$107K	Buy	+1,550	New	+$107K	﹤0.01%	596