Nikulski Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Nikulski Financial’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	$819K	Buy	+6,836	New	+$814K	0.18%	103
2023 Q2	–	Sell	-8,851	Closed	-$632K	–	127
2023 Q1	$632K	Hold	8,851	–	–	0.28%	81
2022 Q4	$612K	Sell	8,851 -870	-9%	-$61.2K	0.29%	81
2022 Q3	$627K	Sell	9,721 -30	-0.3%	-$2.02K	0.32%	66
2022 Q2	$574K	Sell	9,751 -3,317	-25%	-$214K	0.28%	78
2022 Q1	$968K	Sell	13,068 -1,855	-12%	-$136K	0.41%	64
2021 Q4	$1.26M	Sell	14,923 -1,730	-10%	-$132K	0.53%	49
2021 Q3	$1.15M	Buy	16,653 +3,311	+25%	+$237K	0.53%	59
2021 Q2	$956K	Sell	13,342 -515	-4%	-$35.9K	0.45%	60
2021 Q1	$932K	Buy	+13,857	New	+$920K	0.48%	55

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nikulski Financial's IDGT Position: Q2 2026 in Review

Nikulski Financial opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 6,836 shares worth $819K. The stake represents 0.18% of the portfolio and ranks #103 among its holdings. This is a return to the name: Nikulski Financial previously reported a position in IDGT as recently as Q1 2023.

Nikulski Financial first reported a position in IDGT in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2021. 27 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Nikulski Financial held 6,836 shares of iShares US Digital Infrastructure and Real Estate ETF worth $819K as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new Nikulski Financial position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up 0.18% of Nikulski Financial's portfolio in Q2 2026, its #103 holding.
Nikulski Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2021 and has held it in 10 quarters since.
Nikulski Financial's iShares US Digital Infrastructure and Real Estate ETF position peaked at $1.26M in Q4 2021.
27 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.