Jones Financial Companies’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Jones Financial Companies’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	$1.97M	Buy	16,439 +4,170	+34%	+$497K	﹤0.01%	1589
2026 Q1	$1.18M	Buy	12,269 +4,336	+55%	+$402K	﹤0.01%	1653
2025 Q4	$674K	Buy	7,933 +2,442	+44%	+$213K	﹤0.01%	1385
2025 Q3	$474K	Buy	5,491 +1,555	+40%	+$131K	﹤0.01%	1415
2025 Q2	$322K	Buy	3,936 +79	+2%	+$6.08K	﹤0.01%	1458
2025 Q1	$283K	Buy	3,857 +586	+18%	+$46.6K	﹤0.01%	1352
2024 Q4	$263K	Buy	3,271 +1,373	+72%	+$111K	﹤0.01%	1232
2024 Q3	$149K	Buy	+1,898	New	+$141K	﹤0.01%	1252

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Jones Financial Companies's IDGT Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 34% in Q2 2026, buying an estimated $497K and bringing the position to 16,439 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Jones Financial Companies first reported a position in IDGT in Q3 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Jones Financial Companies held 16,439 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.97M as of Q2 2026.
Jones Financial Companies bought 4,170 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $497K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1589 holding.
Jones Financial Companies first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.