Steward Partners Investment Advisory’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Steward Partners Investment Advisory’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 Q1	$831K	Buy	8,501 +8,074	+1,891%	+$748K	﹤0.01%	1265
2025 Q4	$36.3K	Buy	427 +378	+771%	+$33K	﹤0.01%	2838
2025 Q3	$4.25K	Hold	49	–	–	﹤0.01%	3705
2025 Q2	$4.07K	Buy	+49	New	+$3.77K	﹤0.01%	3543
2020 Q1	–	Sell	-23	Closed	-$1K	–	2596
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	2516
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	2527
2019 Q2	$1K	Buy	+23	New	+$1.28K	﹤0.01%	2530

Other funds holding IDGT

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Steward Partners Investment Advisory's IDGT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 1,891% in Q1 2026, buying an estimated $748K and bringing the position to 8,501 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Steward Partners Investment Advisory first reported a position in IDGT in Q2 2019 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

Steward Partners Investment Advisory held 8,501 shares of iShares US Digital Infrastructure and Real Estate ETF worth $831K as of Q1 2026.
Steward Partners Investment Advisory bought 8,074 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $748K.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1265 holding.
Steward Partners Investment Advisory first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2019 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.