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

Tompkins 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
2024 Q4	–	Sell	-200	Closed	-$15.8K	–	556
2024 Q3	$15.8K	Hold	200	–	–	﹤0.01%	436
2024 Q2	$14.1K	Hold	200	–	–	﹤0.01%	461
2024 Q1	$14.4K	Hold	200	–	–	﹤0.01%	468
2023 Q4	$12.9K	Hold	200	–	–	﹤0.01%	470
2023 Q3	$12.4K	Sell	200 -100	-33%	-$6.61K	﹤0.01%	450
2023 Q2	$21.1K	Hold	300	–	–	﹤0.01%	410
2023 Q1	$21.4K	Hold	300	–	–	﹤0.01%	414
2022 Q4	$21K	Hold	300	–	–	﹤0.01%	410
2022 Q3	$19K	Hold	300	–	–	﹤0.01%	418
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	417
2022 Q1	$22K	Buy	+300	New	+$22.1K	﹤0.01%	424

Other funds holding IDGT

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

LRWA

Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tompkins Financial's IDGT Position: Q4 2024 in Review

Tompkins Financial sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2024, closing a stake of 200 shares — an estimated $15.8K sold.

Tompkins Financial first reported a position in IDGT in Q1 2022 and held it in 11 quarters. The position peaked at $22K in Q1 2022. 38 funds tracked by Wall St. Rank hold IDGT as of Q4 2024.

Tompkins Financial reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 200 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2024, an estimated $15.8K.
Tompkins Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's iShares US Digital Infrastructure and Real Estate ETF position peaked at $22K in Q1 2022.
38 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.