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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
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

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

O'Shaughnessy Asset Management's IDGT Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 100% in Q1 2026, selling an estimated $58.7K and leaving 2 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

O'Shaughnessy Asset Management first reported a position in IDGT in Q4 2025 and has held it in 2 quarters since. The position peaked at $54K in Q4 2025. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • O'Shaughnessy Asset Management held 2 shares of iShares US Digital Infrastructure and Real Estate ETF worth $196 as of Q1 2026.
  • O'Shaughnessy Asset Management sold 633 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $58.7K.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2613 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 2 quarters since.
  • O'Shaughnessy Asset Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $54K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.