Independent Portfolio Consultants’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$99K	Hold	2,150	–	–	0.04%	410
2017 Q1	$98K	Sell	2,150 -755	-26%	-$34K	0.03%	455
2016 Q4	$127K	Hold	2,905	–	–	0.04%	399
2016 Q3	$119K	Hold	2,905	–	–	0.04%	426
2016 Q2	$101K	Buy	2,905 +1,505	+108%	+$53.3K	0.03%	443
2016 Q1	$51K	Sell	1,400 -75	-5%	-$2.55K	0.01%	569
2015 Q4	$55K	Hold	1,475	–	–	0.02%	564
2015 Q3	$53K	Hold	1,475	–	–	0.01%	571
2015 Q2	$56K	Hold	1,475	–	–	0.01%	612
2015 Q1	$56K	Sell	1,475 -340	-19%	-$12.6K	0.01%	599
2014 Q4	$67K	Hold	1,815	–	–	0.01%	592
2014 Q3	$62K	Sell	1,815 -240	-12%	-$8.31K	0.02%	610
2014 Q2	$72K	Buy	+2,055	New	+$69.8K	0.02%	581

Other funds holding IDGT

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Portfolio Consultants's IDGT Position: Q2 2017 in Review

Independent Portfolio Consultants held its iShares US Digital Infrastructure and Real Estate ETF (IDGT) position steady in Q2 2017 at 2,150 shares worth $99K. The position accounts for 0.04% of the portfolio, ranked #410.

Independent Portfolio Consultants first reported a position in IDGT in Q2 2014 and has held it in 13 quarters since. The position peaked at $127K in Q4 2016. 31 funds tracked by Wall St. Rank hold IDGT as of Q2 2017.

Independent Portfolio Consultants held 2,150 shares of iShares US Digital Infrastructure and Real Estate ETF worth $99K as of Q2 2017.
Independent Portfolio Consultants left its iShares US Digital Infrastructure and Real Estate ETF share count unchanged in Q2 2017.
iShares US Digital Infrastructure and Real Estate ETF made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #410 holding.
Independent Portfolio Consultants first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's iShares US Digital Infrastructure and Real Estate ETF position peaked at $127K in Q4 2016.
31 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.