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

Tidemark’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 		$23.5K Buy
240
+146
+155% +$13.5K 0.01% 344
2025
Q4 		$7.99K Hold
94
– – ﹤0.01% 453
2025
Q3 		$8.15K Sell
94
-56
-37% -$4.72K ﹤0.01% 479
2025
Q2 		$12.4K Buy
+150
New +$11.5K ﹤0.01% 420

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Tidemark's IDGT Position: Q1 2026 in Review

Tidemark increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 155% in Q1 2026, buying an estimated $13.5K and bringing the position to 240 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #344.

Tidemark first reported a position in IDGT in Q2 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Tidemark held 240 shares of iShares US Digital Infrastructure and Real Estate ETF worth $23.5K as of Q1 2026.
  • Tidemark bought 146 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $13.5K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.01% of Tidemark's portfolio in Q1 2026, its #344 holding.
  • Tidemark first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.