Harmony Asset Management
IDGT icon

Harmony Asset Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Harmony 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
Q3 		$771K Sell
6,858
-2,771
-29% -$321K 0.19% 100
2026
Q2 		$1.15M Buy
+9,629
New +$1.15M 0.31% 82

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Well Done LLC
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Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VestGen Advisors
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Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Outlook Wealth Advisors
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Harmony Asset Management's IDGT Position: Q3 2026 in Review

Harmony Asset Management reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 29% in Q3 2026, selling an estimated $321K and leaving 6,858 shares worth $771K. The position accounts for 0.19% of the portfolio, ranked #100.

Harmony Asset Management first reported a position in IDGT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.15M in Q2 2026. 30 funds tracked by Wall St. Rank hold IDGT as of Q3 2026.

  • Harmony Asset Management held 6,858 shares of iShares US Digital Infrastructure and Real Estate ETF worth $771K as of Q3 2026.
  • Harmony Asset Management sold 2,771 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2026, an estimated $321K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.19% of Harmony Asset Management's portfolio in Q3 2026, its #100 holding.
  • Harmony Asset Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Harmony Asset Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $1.15M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.