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Optimum Investment Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Optimum Investment Advisors’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
2024
Q4 		– Sell
-200
Closed -$15.8K – 626
2024
Q3 		$15.8K Hold
200
– – 0.01% 480
2024
Q2 		$14.1K Hold
200
– – 0.01% 487
2024
Q1 		$14.4K Sell
200
-200
-50% -$13.9K 0.01% 488
2023
Q4 		$25.9K Sell
400
-300
-43% -$17.9K 0.01% 416
2023
Q3 		$43.3K Hold
700
– – 0.02% 379
2023
Q2 		$49.3K Hold
700
– – 0.02% 372
2023
Q1 		$50K Hold
700
– – 0.03% 365
2022
Q4 		$48.4K Hold
700
– – 0.03% 381
2022
Q3 		$45K Hold
700
– – 0.02% 390
2022
Q2 		$41K Hold
700
– – 0.02% 424
2022
Q1 		$52K Hold
700
– – 0.02% 423
2021
Q4 		$59K Hold
700
– – 0.02% 433
2021
Q3 		$48K Sell
700
-200
-22% -$14.3K 0.02% 462
2021
Q2 		$66K Hold
900
– – 0.02% 447
2021
Q1 		$61K Hold
900
– – 0.02% 458
2020
Q4 		$54K Hold
900
– – 0.02% 466
2020
Q3 		$42K Hold
900
– – 0.01% 468
2020
Q2 		$45K Buy
+900
New +$43.9K 0.02% 458

Other funds holding IDGT

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Optimum Investment Advisors's IDGT Position: Q4 2024 in Review

Optimum Investment Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2024, closing a stake of 200 shares — an estimated $15.8K sold.

Optimum Investment Advisors first reported a position in IDGT in Q2 2020 and held it in 18 quarters. The position peaked at $66K in Q2 2021. 38 funds tracked by Wall St. Rank hold IDGT as of Q4 2024.

  • Optimum Investment Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2024, an estimated $15.8K.
  • Optimum Investment Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2020 and held it in 18 quarters.
  • Optimum Investment Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $66K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.