Long Run Wealth Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Long Run Wealth Advisors’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
2025 Q4	$3.89M	Buy	45,769 +747	+2%	+$65.1K	0.73%	36
2025 Q3	$3.91M	Sell	45,022 -226	-0.5%	-$19K	0.77%	36
2025 Q2	$3.76M	Sell	45,248 -1,595	-3%	-$123K	0.79%	39
2025 Q1	$3.46M	Buy	46,843 +4,973	+12%	+$395K	0.78%	38
2024 Q4	$3.37M	Buy	+41,870	New	+$3.37M	0.81%	42

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Long Run Wealth Advisors's IDGT Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 1.7% in Q4 2025, buying an estimated $65.1K and bringing the position to 45,769 shares worth $3.89M. The position accounts for 0.73% of the portfolio, ranked #36.

Long Run Wealth Advisors first reported a position in IDGT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.91M in Q3 2025. 55 funds tracked by Wall St. Rank hold IDGT as of Q4 2025.

Long Run Wealth Advisors held 45,769 shares of iShares US Digital Infrastructure and Real Estate ETF worth $3.89M as of Q4 2025.
Long Run Wealth Advisors bought 747 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2025, an estimated $65.1K.
iShares US Digital Infrastructure and Real Estate ETF made up 0.73% of Long Run Wealth Advisors's portfolio in Q4 2025, its #36 holding.
Long Run Wealth Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
Long Run Wealth Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $3.91M in Q3 2025.
55 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.