MAI Capital Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

MAI Capital Management’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	–	Sell	-155	Closed	-$15.2K	–	3310
2026 Q1	$15.2K	Hold	155	–	–	﹤0.01%	2936
2025 Q4	$13.2K	Buy	155 +1	+0.6%	+$87	﹤0.01%	2725
2025 Q3	$13.4K	Hold	154	–	–	﹤0.01%	2609
2025 Q2	$12.8K	Hold	154	–	–	﹤0.01%	2600
2025 Q1	$11.3K	Buy	154 +1	+0.7%	+$79	﹤0.01%	2436
2024 Q4	$12.3K	Buy	+153	New	+$12.3K	﹤0.01%	2424

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MAI Capital Management's IDGT Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026, closing a stake of 155 shares — an estimated $15.2K sold.

MAI Capital Management first reported a position in IDGT in Q4 2024 and held it in 6 quarters. The position peaked at $15.2K in Q1 2026. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

MAI Capital Management reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 155 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $15.2K.
MAI Capital Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $15.2K in Q1 2026.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.