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 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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

MAI Capital Management's IDGT Position: Q1 2026 in Review

MAI Capital Management held its iShares US Digital Infrastructure and Real Estate ETF (IDGT) position steady in Q1 2026 at 155 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

MAI Capital Management first reported a position in IDGT in Q4 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

MAI Capital Management held 155 shares of iShares US Digital Infrastructure and Real Estate ETF worth $15.2K as of Q1 2026.
MAI Capital Management left its iShares US Digital Infrastructure and Real Estate ETF share count unchanged in Q1 2026.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2936 holding.
MAI Capital Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.