KF
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KKM Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

KKM Financial’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 		$654K Buy
+5,460
New +$650K 0.09% 110
2024
Q1 		– Sell
-4,503
Closed -$291K – 145
2023
Q4 		$291K Buy
+4,503
New +$268K 0.18% 99

Other funds holding IDGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KKM Financial's IDGT Position: Q2 2026 in Review

KKM Financial opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 5,460 shares worth $654K. The stake represents 0.09% of the portfolio and ranks #110 among its holdings. This is a return to the name: KKM Financial previously reported a position in IDGT as recently as Q4 2023.

KKM Financial first reported a position in IDGT in Q4 2023 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • KKM Financial held 5,460 shares of iShares US Digital Infrastructure and Real Estate ETF worth $654K as of Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF was a new KKM Financial position in Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.09% of KKM Financial's portfolio in Q2 2026, its #110 holding.
  • KKM Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2023 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

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