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 Q2	$2.71M	Buy	22,649 +17,076	+306%	+$2.03M	0.02%	623
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's IDGT Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 306% in Q2 2026, buying an estimated $2.03M and bringing the position to 22,649 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #623.

Waverly Advisors first reported a position in IDGT in Q2 2014 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Waverly Advisors held 22,649 shares of iShares US Digital Infrastructure and Real Estate ETF worth $2.71M as of Q2 2026.
Waverly Advisors bought 17,076 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $2.03M.
iShares US Digital Infrastructure and Real Estate ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #623 holding.
Waverly Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2014 and has held it in 5 quarters since.
99 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.