Harper Investing’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Harper Investing’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
2023 Q1	–	Sell	-3,775	Closed	-$261K	–	28
2022 Q4	$261K	Sell	3,775 -5,551	-60%	-$390K	0.32%	35
2022 Q3	$584K	Buy	9,326 +208	+2%	+$14K	0.6%	32
2022 Q2	$537K	Buy	9,118 +1,257	+16%	+$81K	0.55%	36
2022 Q1	$582K	Buy	+7,861	New	+$578K	0.54%	37

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harper Investing's IDGT Position: Q1 2023 in Review

Harper Investing sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2023, closing a stake of 3,775 shares — an estimated $261K sold.

Harper Investing first reported a position in IDGT in Q1 2022 and held it in 4 quarters. The position peaked at $584K in Q3 2022. 32 funds tracked by Wall St. Rank hold IDGT as of Q1 2023.

Harper Investing reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Harper Investing sold 3,775 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2023, an estimated $261K.
Harper Investing first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2022 and held it in 4 quarters.
Harper Investing's iShares US Digital Infrastructure and Real Estate ETF position peaked at $584K in Q3 2022.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2023.

Based on Harper Investing's 13F filing for Q1 2023, filed 26 Apr 2023.