LPL Financial
IDGT icon

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

LPL 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
Q1 		$8.25M Sell
84,409
-5,248
-6% -$486K ﹤0.01% 2154
2025
Q4 		$7.62M Buy
89,657
+14,164
+19% +$1.23M ﹤0.01% 2173
2025
Q3 		$6.55M Buy
75,493
+7,684
+11% +$647K ﹤0.01% 2235
2025
Q2 		$5.63M Buy
67,809
+3,633
+6% +$280K ﹤0.01% 2209
2025
Q1 		$4.74M Buy
64,176
+25,033
+64% +$1.99M ﹤0.01% 2191
2024
Q4 		$3.15M Buy
39,143
+6,856
+21% +$552K ﹤0.01% 2461
2024
Q3 		$2.55M Sell
32,287
-327
-1% -$24.3K ﹤0.01% 2500
2024
Q2 		$2.3M Buy
32,614
+17,987
+123% +$1.24M ﹤0.01% 2479
2024
Q1 		$1.06M Buy
14,627
+429
+3% +$29.8K ﹤0.01% 3132
2023
Q4 		$918K Sell
14,198
-1,695
-11% -$101K ﹤0.01% 3116
2023
Q3 		$982K Sell
15,893
-1,091
-6% -$72.1K ﹤0.01% 2906
2023
Q2 		$1.2M Sell
16,984
-5,420
-24% -$361K ﹤0.01% 2701
2023
Q1 		$1.6M Sell
22,404
-5,540
-20% -$385K ﹤0.01% 2332
2022
Q4 		$1.93M Sell
27,944
-3,878
-12% -$273K ﹤0.01% 2098
2022
Q3 		$2.05M Sell
31,822
-4,958
-13% -$334K ﹤0.01% 1960
2022
Q2 		$2.17M Sell
36,780
-3,517
-9% -$227K ﹤0.01% 1962
2022
Q1 		$2.98M Buy
40,297
+631
+2% +$46.4K ﹤0.01% 1757
2021
Q4 		$3.35M Buy
39,666
+4,230
+12% +$322K ﹤0.01% 1712
2021
Q3 		$2.45M Buy
35,436
+3,394
+11% +$243K ﹤0.01% 1895
2021
Q2 		$2.33M Buy
32,042
+953
+3% +$66.4K ﹤0.01% 1851
2021
Q1 		$2.09M Buy
31,089
+25,555
+462% +$1.7M ﹤0.01% 1802
2020
Q4 		$330K Sell
5,534
-19,996
-78% -$1.06M ﹤0.01% 3124
2020
Q3 		$1.19M Sell
25,530
-1,727
-6% -$87.6K ﹤0.01% 1807
2020
Q2 		$1.35M Sell
27,257
-953
-3% -$46.5K ﹤0.01% 1603
2020
Q1 		$1.22M Buy
28,210
+19,717
+232% +$1M ﹤0.01% 1486
2019
Q4 		$469K Sell
8,493
-3,671
-30% -$196K ﹤0.01% 2431
2019
Q3 		$647K Buy
12,164
+642
+6% +$34.5K ﹤0.01% 2067
2019
Q2 		$626K Buy
11,522
+3,124
+37% +$174K ﹤0.01% 2093
2019
Q1 		$474K Buy
8,398
+1,280
+18% +$68.2K ﹤0.01% 2267
2018
Q4 		$336K Sell
7,118
-1,065
-13% -$53.5K ﹤0.01% 2380
2018
Q3 		$451K Buy
8,183
+536
+7% +$28.9K ﹤0.01% 2319
2018
Q2 		$400K Sell
7,647
-191
-2% -$9.98K ﹤0.01% 2390
2018
Q1 		$404K Sell
7,838
-37
-0.5% -$1.89K ﹤0.01% 2343
2017
Q4 		$382K Buy
7,875
+12
+0.2% +$568 ﹤0.01% 2286
2017
Q3 		$363K Sell
7,863
-616
-7% -$28.2K ﹤0.01% 2204
2017
Q2 		$389K Sell
8,479
-1,512
-15% -$68.8K ﹤0.01% 2077
2017
Q1 		$450K Sell
9,991
-13,689
-58% -$617K ﹤0.01% 1898
2016
Q4 		$1.03M Sell
23,680
-22,580
-49% -$953K 0.01% 1191
2016
Q3 		$1.88M Buy
46,260
+40,320
+679% +$1.54M 0.02% 805
2016
Q2 		$206K Sell
5,940
-54,360
-90% -$1.92M ﹤0.01% 2359
2016
Q1 		$2.14M Buy
60,300
+37,204
+161% +$1.27M 0.01% 1162
2015
Q4 		$834K Buy
23,096
+12,269
+113% +$460K ﹤0.01% 1816
2015
Q3 		$405K Sell
10,827
-2,981
-22% -$112K ﹤0.01% 1969
2015
Q2 		$522K Buy
13,808
+6,495
+89% +$254K ﹤0.01% 1869
2015
Q1 		$274K Buy
7,313
+1,798
+33% +$66.9K ﹤0.01% 2322
2014
Q4 		$205K Buy
+5,515
New +$194K ﹤0.01% 2490
2014
Q3 		– Sell
-7,160
Closed -$251K – 2737
2014
Q2 		$251K Sell
7,160
-48,063
-87% -$1.63M ﹤0.01% 2327
2014
Q1 		$1.9M Buy
+55,223
New +$1.88M 0.01% 869
2013
Q4 		– Sell
-7,537
Closed -$234K – 2662
2013
Q3 		$234K Buy
7,537
+21
+0.3% +$635 ﹤0.01% 2203
2013
Q2 		$216K Buy
+7,516
New +$216K ﹤0.01% 2148

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial's IDGT Position: Q1 2026 in Review

LPL Financial reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 5.9% in Q1 2026, selling an estimated $486K and leaving 84,409 shares worth $8.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

LPL Financial first reported a position in IDGT in Q2 2013 and has held it in 50 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • LPL Financial held 84,409 shares of iShares US Digital Infrastructure and Real Estate ETF worth $8.25M as of Q1 2026.
  • LPL Financial sold 5,248 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $486K.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2154 holding.
  • LPL Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2013 and has held it in 50 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.