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Haven Private’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Haven Private’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
Q2 		$780K Buy
6,513
+4,343
+200% +$517K 0.3% 72
2026
Q1 		$212K Buy
+2,170
New +$201K 0.09% 160

Other funds holding IDGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Haven Private's IDGT Position: Q2 2026 in Review

Haven Private increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 200% in Q2 2026, buying an estimated $517K and bringing the position to 6,513 shares worth $780K. The position accounts for 0.3% of the portfolio, ranked #72.

Haven Private first reported a position in IDGT in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • Haven Private held 6,513 shares of iShares US Digital Infrastructure and Real Estate ETF worth $780K as of Q2 2026.
  • Haven Private bought 4,343 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $517K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.3% of Haven Private's portfolio in Q2 2026, its #72 holding.
  • Haven Private first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.