Stifel Financial
IDGT icon

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

Stifel Financial’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 		$4.82M Buy
+40,271
New +$4.8M ﹤0.01% 1434
2018
Q1 		– Sell
-12,550
Closed -$609K – 2739
2017
Q4 		$609K Buy
12,550
+573
+5% +$27.1K ﹤0.01% 1796
2017
Q3 		$554K Buy
11,977
+365
+3% +$16.7K ﹤0.01% 1819
2017
Q2 		$533K Buy
11,612
+1,055
+10% +$48K ﹤0.01% 1832
2017
Q1 		$480K Buy
10,557
+144
+1% +$6.49K ﹤0.01% 1840
2016
Q4 		$451K Sell
10,413
-798
-7% -$33.7K ﹤0.01% 1834
2016
Q3 		$459K Buy
11,211
+2,924
+35% +$112K ﹤0.01% 1765
2016
Q2 		$289K Hold
8,287
– – ﹤0.01% 2056
2016
Q1 		$303K Sell
8,287
-5,343
-39% -$182K ﹤0.01% 1816
2015
Q4 		$506K Buy
13,630
+222
+2% +$8.33K ﹤0.01% 1656
2015
Q3 		$483K Buy
13,408
+867
+7% +$32.6K ﹤0.01% 1577
2015
Q2 		$478K Buy
12,541
+2,014
+19% +$78.6K ﹤0.01% 1703
2015
Q1 		$397K Buy
10,527
+4,858
+86% +$181K ﹤0.01% 1745
2014
Q4 		$211K Buy
+5,669
New +$199K ﹤0.01% 2067

Other funds holding IDGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's IDGT Position: Q2 2026 in Review

Stifel Financial opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 40,271 shares worth $4.82M. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Stifel Financial previously reported a position in IDGT as recently as Q4 2017.

Stifel Financial first reported a position in IDGT in Q4 2014 and has held it in 14 quarters since. 98 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • Stifel Financial held 40,271 shares of iShares US Digital Infrastructure and Real Estate ETF worth $4.82M as of Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF was a new Stifel Financial position in Q2 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1434 holding.
  • Stifel Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2014 and has held it in 14 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.