Sowell Financial Services’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-56	Closed	-$4K	–	1532
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	2663
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	2395
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	2126
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	2042
2020 Q1	$2K	Hold	56	–	–	﹤0.01%	2074
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	2067
2019 Q3	$3K	Buy	+56	New	+$3.01K	﹤0.01%	1934

Other funds holding IDGT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's IDGT Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2021, closing a stake of 56 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in IDGT in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q1 2021. 32 funds tracked by Wall St. Rank hold IDGT as of Q2 2021.

Sowell Financial Services reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 56 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2021, an estimated $4K.
Sowell Financial Services first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares US Digital Infrastructure and Real Estate ETF position peaked at $4K in Q1 2021.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.