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

Valeo Financial Advisors’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
2021 Q2	–	Sell	-690	Closed	-$46K	–	1105
2021 Q1	$46K	Hold	690	–	–	﹤0.01%	905
2020 Q4	$41K	Hold	690	–	–	﹤0.01%	840
2020 Q3	$32K	Hold	690	–	–	﹤0.01%	788
2020 Q2	$34K	Buy	+690	New	+$33.7K	﹤0.01%	865

Other funds holding IDGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's IDGT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2021, closing a stake of 690 shares — an estimated $46K sold.

Valeo Financial Advisors first reported a position in IDGT in Q2 2020 and held it in 4 quarters. The position peaked at $46K in Q1 2021. 32 funds tracked by Wall St. Rank hold IDGT as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 690 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2021, an estimated $46K.
Valeo Financial Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $46K in Q1 2021.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.