Private Advisory Group
IDGT icon

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
2026
Q3 		$248K Buy
+2,206
New +$255K 0.01% 295
2023
Q1 		– Sell
-4,045
Closed -$280K – 217
2022
Q4 		$280K Buy
+4,045
New +$284K 0.06% 169

Other funds holding IDGT

Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisory Group's IDGT Position: Q3 2026 in Review

Private Advisory Group opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2026: 2,206 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in IDGT as recently as Q4 2022.

Private Advisory Group first reported a position in IDGT in Q4 2022 and has held it in 2 quarters since. The position peaked at $280K in Q4 2022. 71 funds tracked by Wall St. Rank hold IDGT as of Q3 2026.

  • Private Advisory Group held 2,206 shares of iShares US Digital Infrastructure and Real Estate ETF worth $248K as of Q3 2026.
  • iShares US Digital Infrastructure and Real Estate ETF was a new Private Advisory Group position in Q3 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #295 holding.
  • Private Advisory Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2022 and has held it in 2 quarters since.
  • Private Advisory Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $280K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.