High Point Wealth Management
IDGT icon

High Point Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

High Point Wealth 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 		$1.02M Buy
9,100
+190
+2% +$22K 0.81% 34
2026
Q2 		$1.07M Buy
8,910
+5,745
+182% +$684K 0.87% 32
2026
Q1 		$310K Buy
+3,165
New +$293K 0.3% 74

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LPL Financial
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MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
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
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

High Point Wealth Management's IDGT Position: Q3 2026 in Review

High Point Wealth Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 2.1% in Q3 2026, buying an estimated $22K and bringing the position to 9,100 shares worth $1.02M. The position accounts for 0.81% of the portfolio, ranked #34.

High Point Wealth Management first reported a position in IDGT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.07M in Q2 2026. 49 funds tracked by Wall St. Rank hold IDGT as of Q3 2026.

  • High Point Wealth Management held 9,100 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.02M as of Q3 2026.
  • High Point Wealth Management bought 190 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2026, an estimated $22K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.81% of High Point Wealth Management's portfolio in Q3 2026, its #34 holding.
  • High Point Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
  • High Point Wealth Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $1.07M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.