Heritage Wealth Management (Arizona)’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$5.81K	Buy	84 +42	+100%	+$2.95K	﹤0.01%	861
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	825
2022 Q2	$2.47K	Hold	42	–	–	﹤0.01%	860
2022 Q1	$3K	Buy	+42	New	+$3.09K	﹤0.01%	856
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	783
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	811
2021 Q1	$3K	Buy	+42	New	+$2.79K	﹤0.01%	683

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IDGT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 100% in Q4 2022, buying an estimated $2.95K and bringing the position to 84 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Heritage Wealth Management (Arizona) first reported a position in IDGT in Q1 2021 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold IDGT as of Q4 2022.

Heritage Wealth Management (Arizona) held 84 shares of iShares US Digital Infrastructure and Real Estate ETF worth $5.81K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 42 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2022, an estimated $2.95K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #861 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2021 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.