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

Waverly 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
2026
Q1 		$545K Buy
+5,573
New +$517K ﹤0.01% 1046
2015
Q1 		– Sell
-333
Closed -$12K – 382
2014
Q4 		$12K Hold
333
– – 0.01% 278
2014
Q3 		$11K Buy
333
+145
+77% +$5.02K 0.01% 454
2014
Q2 		$7K Buy
+188
New +$6.38K ﹤0.01% 522

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

Waverly Advisors's IDGT Position: Q1 2026 in Review

Waverly Advisors opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2026: 5,573 shares worth $545K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in IDGT as recently as Q4 2014.

Waverly Advisors first reported a position in IDGT in Q2 2014 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Waverly Advisors held 5,573 shares of iShares US Digital Infrastructure and Real Estate ETF worth $545K as of Q1 2026.
  • iShares US Digital Infrastructure and Real Estate ETF was a new Waverly Advisors position in Q1 2026.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1046 holding.
  • Waverly Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2014 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.