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Estate Planners Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Estate Planners Group’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 		– Sell
-8
Closed -$673 – 215
2025
Q4 		$673 Buy
+8
New +$697 ﹤0.01% 428

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Estate Planners Group's IDGT Position: Q1 2026 in Review

Estate Planners Group sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2026, closing a stake of 8 shares — an estimated $673 sold.

Estate Planners Group first reported a position in IDGT in Q4 2025 and held it in 1 quarter. The position peaked at $673 in Q4 2025. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Estate Planners Group reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 8 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $673.
  • Estate Planners Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $673 in Q4 2025.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.