Sound Income Strategies’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Sound Income Strategies’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	–	Sell	-55	Closed	-$5.46K	–	1361
2026 Q1	$5.46K	Hold	55	–	–	﹤0.01%	1785
2025 Q4	$4.85K	Buy	+55	New	+$4.79K	﹤0.01%	1821

Other funds holding IDGT

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

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound Income Strategies's IDGT Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026, closing a stake of 55 shares — an estimated $5.46K sold.

Sound Income Strategies first reported a position in IDGT in Q4 2025 and held it in 2 quarters. The position peaked at $5.46K in Q1 2026. 80 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Sound Income Strategies reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 55 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $5.46K.
Sound Income Strategies first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's iShares US Digital Infrastructure and Real Estate ETF position peaked at $5.46K in Q1 2026.
80 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.