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

UBS Group’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 		$5.25M Buy
43,847
+27,702
+172% +$3.3M ﹤0.01% 4115
2026
Q1 		$1.58M Buy
16,145
+1,371
+9% +$127K ﹤0.01% 5181
2025
Q4 		$1.26M Sell
14,774
-2,587
-15% -$226K ﹤0.01% 5387
2025
Q3 		$1.51M Buy
17,361
+3,719
+27% +$313K ﹤0.01% 5230
2025
Q2 		$1.13M Sell
13,642
-928
-6% -$71.4K ﹤0.01% 5337
2025
Q1 		$1.08M Buy
14,570
+4,471
+44% +$355K ﹤0.01% 5235
2024
Q4 		$813K Buy
10,099
+3,974
+65% +$320K ﹤0.01% 5471
2024
Q3 		$483K Sell
6,125
-48,116
-89% -$3.58M ﹤0.01% 5250
2024
Q2 		$3.82M Buy
54,241
+4,506
+9% +$311K ﹤0.01% 3118
2024
Q1 		$3.59M Buy
49,735
+9,112
+22% +$633K ﹤0.01% 3331
2023
Q4 		$2.63M Sell
40,623
-27,573
-40% -$1.64M ﹤0.01% 3518
2023
Q3 		$4.22M Sell
68,196
-5,601
-8% -$370K ﹤0.01% 2742
2023
Q2 		$5.2M Sell
73,797
-4,087
-5% -$272K ﹤0.01% 2550
2023
Q1 		$5.57M Sell
77,884
-4,603
-6% -$320K ﹤0.01% 2410
2022
Q4 		$5.7M Buy
82,487
+8,179
+11% +$575K ﹤0.01% 2374
2022
Q3 		$4.79M Buy
74,308
+6,219
+9% +$419K ﹤0.01% 2383
2022
Q2 		$4.01M Sell
68,089
-36,751
-35% -$2.37M ﹤0.01% 2557
2022
Q1 		$7.76M Buy
104,840
+44,887
+75% +$3.3M ﹤0.01% 2141
2021
Q4 		$5.06M Buy
59,953
+7,002
+13% +$532K ﹤0.01% 2800
2021
Q3 		$3.66M Buy
52,951
+18,295
+53% +$1.31M ﹤0.01% 2999
2021
Q2 		$2.52M Buy
34,656
+1,672
+5% +$117K ﹤0.01% 3361
2021
Q1 		$2.22M Buy
32,984
+2,361
+8% +$157K ﹤0.01% 3465
2020
Q4 		$1.83M Sell
30,623
-41
-0.1% -$2.18K ﹤0.01% 3480
2020
Q3 		$1.43M Sell
30,664
-883
-3% -$44.8K ﹤0.01% 3371
2020
Q2 		$1.56M Sell
31,547
-2,204
-7% -$107K ﹤0.01% 3115
2020
Q1 		$1.46M Sell
33,751
-27,601
-45% -$1.4M ﹤0.01% 3048
2019
Q4 		$3.39M Sell
61,352
-17,380
-22% -$928K ﹤0.01% 2995
2019
Q3 		$4.19M Sell
78,732
-4,730
-6% -$254K ﹤0.01% 2557
2019
Q2 		$4.53M Sell
83,462
-5,481
-6% -$306K ﹤0.01% 2405
2019
Q1 		$5.02M Buy
88,943
+49,233
+124% +$2.62M ﹤0.01% 2202
2018
Q4 		$1.88M Buy
39,710
+4,107
+12% +$206K ﹤0.01% 3098
2018
Q3 		$1.96M Buy
35,603
+2,587
+8% +$140K ﹤0.01% 3236
2018
Q2 		$1.73M Buy
33,016
+981
+3% +$51.2K ﹤0.01% 3299
2018
Q1 		$1.65M Buy
32,035
+3,404
+12% +$174K ﹤0.01% 3293
2017
Q4 		$1.39M Buy
28,631
+188
+0.7% +$8.9K ﹤0.01% 3496
2017
Q3 		$1.31M Buy
28,443
+1,647
+6% +$75.5K ﹤0.01% 3483
2017
Q2 		$1.23M Buy
26,796
+1,298
+5% +$59.1K ﹤0.01% 3441
2017
Q1 		$1.16M Sell
25,498
-1,973
-7% -$88.9K ﹤0.01% 3406
2016
Q4 		$1.2M Sell
27,471
-36,555
-57% -$1.54M ﹤0.01% 3397
2016
Q3 		$2.62M Buy
64,026
+40,845
+176% +$1.57M ﹤0.01% 2595
2016
Q2 		$809K Sell
23,181
-7,385
-24% -$261K ﹤0.01% 3555
2016
Q1 		$1.12M Sell
30,566
-2,555
-8% -$87K ﹤0.01% 3151
2015
Q4 		$1.23M Buy
33,121
+2,282
+7% +$85.6K ﹤0.01% 3243
2015
Q3 		$1.11M Buy
30,839
+12,015
+64% +$452K ﹤0.01% 3255
2015
Q2 		$717K Sell
18,824
-54
-0.3% -$2.11K ﹤0.01% 3831
2015
Q1 		$712K Sell
18,878
-1,137
-6% -$42.3K ﹤0.01% 3860
2014
Q4 		$744K Buy
+20,015
New +$703K ﹤0.01% 3819

Other funds holding IDGT

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's IDGT Position: Q2 2026 in Review

UBS Group increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 172% in Q2 2026, buying an estimated $3.3M and bringing the position to 43,847 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4115.

UBS Group first reported a position in IDGT in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.76M in Q1 2022. 95 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

  • UBS Group held 43,847 shares of iShares US Digital Infrastructure and Real Estate ETF worth $5.25M as of Q2 2026.
  • UBS Group bought 27,702 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $3.3M.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4115 holding.
  • UBS Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $7.76M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.