International Assets Investment Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

International Assets Investment 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	$79K	Buy	673 +91	+16%	+$10.8K	﹤0.01%	1168
2026 Q1	$57.8K	Buy	582 +1	+0.2%	+$93	﹤0.01%	1173
2025 Q4	$49.4K	Buy	+581	New	+$50.6K	﹤0.01%	1215
2024 Q3	–	Sell	-734	Closed	-$51.7K	–	2164
2024 Q2	$51.7K	Buy	+734	New	+$50.6K	﹤0.01%	1163
2021 Q2	–	Sell	-245	Closed	-$15K	–	1121
2021 Q1	$15K	Hold	245	–	–	﹤0.01%	1413
2020 Q4	$15K	Buy	+245	New	+$13K	﹤0.01%	1278

Other funds holding IDGT

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

International Assets Investment Management's IDGT Position: Q2 2026 in Review

International Assets Investment Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 16% in Q2 2026, buying an estimated $10.8K and bringing the position to 673 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

International Assets Investment Management first reported a position in IDGT in Q4 2020 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

International Assets Investment Management held 673 shares of iShares US Digital Infrastructure and Real Estate ETF worth $79K as of Q2 2026.
International Assets Investment Management bought 91 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $10.8K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1168 holding.
International Assets Investment Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2020 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.