HPWM
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
Q2 		$1.07M Buy
8,910
+5,745
+182% +$684K 0.87% 32
2026
Q1 		$310K Buy
+3,165
New +$293K 0.3% 74

Other funds holding IDGT

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
Tudor Financial Dayton, Ohio $222M AUM 25.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

High Point Wealth Management's IDGT Position: Q2 2026 in Review

High Point Wealth Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 182% in Q2 2026, buying an estimated $684K and bringing the position to 8,910 shares worth $1.07M. The position accounts for 0.87% of the portfolio, ranked #32.

High Point Wealth Management first reported a position in IDGT in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • High Point Wealth Management held 8,910 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.07M as of Q2 2026.
  • High Point Wealth Management bought 5,745 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $684K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.87% of High Point Wealth Management's portfolio in Q2 2026, its #32 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 2 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.