MinichMacGregor Wealth Management
IDGT icon

MinichMacGregor Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

MinichMacGregor Wealth 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
Q3 		$12.7M Buy
112,856
+3,458
+3% +$400K 2.05% 19
2026
Q2 		$13.1M Buy
+109,398
New +$13M 1.99% 24

Other funds holding IDGT

Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MinichMacGregor Wealth Management's IDGT Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 3.2% in Q3 2026, buying an estimated $400K and bringing the position to 112,856 shares worth $12.7M. The position accounts for 2.05% of the portfolio, ranked #19.

MinichMacGregor Wealth Management first reported a position in IDGT in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.1M in Q2 2026. 19 funds tracked by Wall St. Rank hold IDGT as of Q3 2026.

  • MinichMacGregor Wealth Management held 112,856 shares of iShares US Digital Infrastructure and Real Estate ETF worth $12.7M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 3,458 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2026, an estimated $400K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 2.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #19 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • MinichMacGregor Wealth Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $13.1M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.