Krilogy Financial
IDGT icon

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

Krilogy 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
Q3 		$1.47M Buy
12,549
+744
+6% +$86.2K 0.04% 320
2026
Q2 		$1.41M Buy
11,805
+530
+5% +$63.1K 0.04% 301
2026
Q1 		$1.29M Sell
11,275
-455
-4% -$42.2K 0.04% 296
2025
Q4 		$1.03M Sell
11,730
-2,459
-17% -$214K 0.03% 349
2025
Q3 		$1.25M Sell
14,189
-2,639
-16% -$222K 0.05% 291
2025
Q2 		$1.4M Buy
16,828
+923
+6% +$71K 0.08% 161
2025
Q1 		$1.17M Buy
+15,905
New +$1.26M 0.08% 161

Other funds holding IDGT

MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Krilogy Financial's IDGT Position: Q3 2026 in Review

Krilogy Financial increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 6.3% in Q3 2026, buying an estimated $86.2K and bringing the position to 12,549 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #320.

Krilogy Financial first reported a position in IDGT in Q1 2025 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold IDGT as of Q3 2026.

  • Krilogy Financial held 12,549 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.47M as of Q3 2026.
  • Krilogy Financial bought 744 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2026, an estimated $86.2K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #320 holding.
  • Krilogy Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2025 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.