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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

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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 27 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.
  • 27 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.