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

Spire 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
2026
Q2 		$76.6K Buy
640
+250
+64% +$29.8K ﹤0.01% 1056
2026
Q1 		$38.1K Buy
390
+50
+15% +$4.63K ﹤0.01% 1248
2025
Q4 		$28.9K Hold
340
– – ﹤0.01% 1346
2025
Q3 		$29.5K Buy
+340
New +$28.6K ﹤0.01% 1394

Other funds holding IDGT

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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Spire Wealth Management's IDGT Position: Q2 2026 in Review

Spire Wealth Management increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 64% in Q2 2026, buying an estimated $29.8K and bringing the position to 640 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Spire Wealth Management first reported a position in IDGT in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • Spire Wealth Management held 640 shares of iShares US Digital Infrastructure and Real Estate ETF worth $76.6K as of Q2 2026.
  • Spire Wealth Management bought 250 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $29.8K.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1056 holding.
  • Spire Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.