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
2025
Q4 		$119K Buy
+1,400
New +$122K ﹤0.01% 773

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SageView Advisory Group's IDGT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2025: 1,400 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings.

55 funds tracked by Wall St. Rank hold IDGT as of Q4 2025.

  • SageView Advisory Group held 1,400 shares of iShares US Digital Infrastructure and Real Estate ETF worth $119K as of Q4 2025.
  • iShares US Digital Infrastructure and Real Estate ETF was a new SageView Advisory Group position in Q4 2025.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #773 holding.
  • 55 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.