KF
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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
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

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 $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
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

Krilogy Financial's IDGT Position: Q2 2026 in Review

Krilogy Financial increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 4.7% in Q2 2026, buying an estimated $63.1K and bringing the position to 11,805 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #301.

Krilogy Financial first reported a position in IDGT in Q1 2025 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • Krilogy Financial held 11,805 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.41M as of Q2 2026.
  • Krilogy Financial bought 530 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $63.1K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #301 holding.
  • Krilogy Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.