MSFP
IDGT icon

Mark Sheptoff Financial Planning’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Mark Sheptoff Financial Planning’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 		$13.3K Buy
+111
New +$13.2K 0.01% 322

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

Mark Sheptoff Financial Planning's IDGT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 111 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings.

98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • Mark Sheptoff Financial Planning held 111 shares of iShares US Digital Infrastructure and Real Estate ETF worth $13.3K as of Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #322 holding.
  • 98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.