Kesler Norman & Wride’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Kesler Norman & Wride’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	$494K	Buy	+4,127	New	+$491K	0.08%	203
2023 Q3	–	Sell	-4,124	Closed	-$291K	–	163
2023 Q2	$291K	Sell	4,124 -138	-3%	-$9.19K	0.07%	140
2023 Q1	$305K	Sell	4,262 -4,213	-50%	-$293K	0.08%	138
2022 Q4	$586K	Sell	8,475 -47,902	-85%	-$3.37M	0.15%	123
2022 Q3	$3.64M	Buy	56,377 +1,493	+3%	+$101K	1.01%	32
2022 Q2	$3.23M	Sell	54,884 -40,625	-43%	-$2.62M	0.9%	46
2022 Q1	$7.07M	Sell	95,509 -3,480	-4%	-$256K	1.57%	19
2021 Q4	$8.36M	Buy	98,989 +3,891	+4%	+$296K	1.77%	11
2021 Q3	$6.57M	Buy	95,098 +18,450	+24%	+$1.32M	1.55%	22
2021 Q2	$5.59M	Buy	+76,648	New	+$5.34M	1.29%	24

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

Kesler Norman & Wride's IDGT Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 4,127 shares worth $494K. The stake represents 0.08% of the portfolio and ranks #203 among its holdings. This is a return to the name: Kesler Norman & Wride previously reported a position in IDGT as recently as Q2 2023.

Kesler Norman & Wride first reported a position in IDGT in Q2 2021 and has held it in 10 quarters since. The position peaked at $8.36M in Q4 2021. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Kesler Norman & Wride held 4,127 shares of iShares US Digital Infrastructure and Real Estate ETF worth $494K as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new Kesler Norman & Wride position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up 0.08% of Kesler Norman & Wride's portfolio in Q2 2026, its #203 holding.
Kesler Norman & Wride first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2021 and has held it in 10 quarters since.
Kesler Norman & Wride's iShares US Digital Infrastructure and Real Estate ETF position peaked at $8.36M in Q4 2021.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.