Private Advisory Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Private Advisory Group’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
2023 Q1	–	Sell	-4,045	Closed	-$280K	–	217
2022 Q4	$280K	Buy	+4,045	New	+$284K	0.06%	169

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Advisory Group's IDGT Position: Q1 2023 in Review

Private Advisory Group sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2023, closing a stake of 4,045 shares — an estimated $280K sold.

Private Advisory Group first reported a position in IDGT in Q4 2022 and held it in 1 quarter. The position peaked at $280K in Q4 2022. 32 funds tracked by Wall St. Rank hold IDGT as of Q1 2023.

Private Advisory Group reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Private Advisory Group sold 4,045 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2023, an estimated $280K.
Private Advisory Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2022 and held it in 1 quarter.
Private Advisory Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $280K in Q4 2022.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.