Provenance Wealth Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Provenance Wealth 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
2026 Q2	$20.1K	Buy	+168	New	+$20K	﹤0.01%	297

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Provenance Wealth Advisors's IDGT Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 168 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings.

98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Provenance Wealth Advisors held 168 shares of iShares US Digital Infrastructure and Real Estate ETF worth $20.1K as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new Provenance Wealth Advisors position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #297 holding.
98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.