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The Family Firm’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-44
Closed -$3.13K – 498
2024
Q2 		$3.13K Buy
+44
New +$3.03K ﹤0.01% 774

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

The Family Firm's IDGT Position: Q3 2024 in Review

The Family Firm sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2024, closing a stake of 44 shares — an estimated $3.13K sold.

The Family Firm first reported a position in IDGT in Q2 2024 and held it in 1 quarter. The position peaked at $3.13K in Q2 2024. 28 funds tracked by Wall St. Rank hold IDGT as of Q3 2024.

  • The Family Firm reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 44 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2024, an estimated $3.13K.
  • The Family Firm first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares US Digital Infrastructure and Real Estate ETF position peaked at $3.13K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.