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

SageView 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
Q1 		– Sell
-1,400
Closed -$119K – 1428
2025
Q4 		$119K Buy
+1,400
New +$122K ﹤0.01% 773

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

SageView Advisory Group's IDGT Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2026, closing a stake of 1,400 shares — an estimated $119K sold.

SageView Advisory Group first reported a position in IDGT in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 59 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,400 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $119K.
  • SageView Advisory Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $119K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.