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SFG Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

SFG Wealth Management’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 		– Sell
-4,846
Closed -$420K – 135
2025
Q3 		$420K Buy
+4,846
New +$408K 0.18% 86

Other funds holding IDGT

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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 $424B AUM 22.94% 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

SFG Wealth Management's IDGT Position: Q4 2025 in Review

SFG Wealth Management sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2025, closing a stake of 4,846 shares — an estimated $420K sold.

SFG Wealth Management first reported a position in IDGT in Q3 2025 and held it in 1 quarter. The position peaked at $420K in Q3 2025. 55 funds tracked by Wall St. Rank hold IDGT as of Q4 2025.

  • SFG Wealth Management reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 4,846 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2025, an estimated $420K.
  • SFG Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • SFG Wealth Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $420K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.