Howard Capital Management Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Howard Capital Management Group’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	$210K	Buy	+1,753	New	+$209K	0.01%	133
2026 Q1	–	Sell	-2,396	Closed	-$204K	–	146
2025 Q4	$204K	Hold	2,396	–	–	0.01%	127
2025 Q3	$208K	Buy	+2,396	New	+$202K	0.01%	132
2025 Q1	–	Sell	-2,646	Closed	-$213K	–	141
2024 Q4	$213K	Sell	2,646 -351	-12%	-$28.3K	0.01%	120
2024 Q3	$236K	Sell	2,997 -315	-10%	-$23.4K	0.02%	114
2024 Q2	$233K	Hold	3,312	–	–	0.02%	109
2024 Q1	$239K	Hold	3,312	–	–	0.02%	111
2023 Q4	$214K	Sell	3,312 -34	-1%	-$2.02K	0.02%	101
2023 Q3	$207K	Sell	3,346 -44	-1%	-$2.91K	0.02%	98
2023 Q2	$239K	Hold	3,390	–	–	0.02%	89
2023 Q1	$242K	Hold	3,390	–	–	0.03%	92
2022 Q4	$234K	Sell	3,390 -830	-20%	-$58.4K	0.03%	87
2022 Q3	$272K	Sell	4,220 -590	-12%	-$39.8K	0.03%	83
2022 Q2	$283K	Sell	4,810 -695	-13%	-$44.8K	0.03%	82
2022 Q1	$408K	Sell	5,505 -85	-2%	-$6.25K	0.04%	75
2021 Q4	$472K	Hold	5,590	–	–	0.04%	80
2021 Q3	$386K	Hold	5,590	–	–	0.04%	78
2021 Q2	$407K	Sell	5,590 -195	-3%	-$13.6K	0.04%	74
2021 Q1	$389K	Buy	+5,785	New	+$384K	0.04%	70

Other funds holding IDGT

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Howard Capital Management Group's IDGT Position: Q2 2026 in Review

Howard Capital Management Group opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 1,753 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #133 among its holdings. This is a return to the name: Howard Capital Management Group previously reported a position in IDGT as recently as Q4 2025.

Howard Capital Management Group first reported a position in IDGT in Q1 2021 and has held it in 19 quarters since. The position peaked at $472K in Q4 2021. 10 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Howard Capital Management Group held 1,753 shares of iShares US Digital Infrastructure and Real Estate ETF worth $210K as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new Howard Capital Management Group position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up 0.01% of Howard Capital Management Group's portfolio in Q2 2026, its #133 holding.
Howard Capital Management Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2021 and has held it in 19 quarters since.
Howard Capital Management Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $472K in Q4 2021.
10 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.