MWM
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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
Q2 		$13.1M Buy
+109,398
New +$13M 1.99% 24

Other funds holding IDGT

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DWM
DecisionMap Wealth Management Great Falls, Virginia $179M AUM 17.96% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

MinichMacGregor Wealth Management's IDGT Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 109,398 shares worth $13.1M. The stake represents 1.99% of the portfolio and ranks #24 among its holdings.

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

  • MinichMacGregor Wealth Management held 109,398 shares of iShares US Digital Infrastructure and Real Estate ETF worth $13.1M as of Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up 1.99% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #24 holding.
  • 11 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.