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O'Shaughnessy Asset Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

O'Shaughnessy Asset 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 		$239 Hold
2
– – ﹤0.01% 2569
2026
Q1 		$196 Sell
2
-633
-100% -$58.7K ﹤0.01% 2613
2025
Q4 		$54K Buy
+635
New +$55.4K ﹤0.01% 2231

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

O'Shaughnessy Asset Management's IDGT Position: Q2 2026 in Review

O'Shaughnessy Asset Management held its iShares US Digital Infrastructure and Real Estate ETF (IDGT) position steady in Q2 2026 at 2 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

O'Shaughnessy Asset Management first reported a position in IDGT in Q4 2025 and has held it in 3 quarters since. The position peaked at $54K in Q4 2025. 99 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • O'Shaughnessy Asset Management held 2 shares of iShares US Digital Infrastructure and Real Estate ETF worth $239 as of Q2 2026.
  • O'Shaughnessy Asset Management left its iShares US Digital Infrastructure and Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2569 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $54K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.