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Wealthspire Advisors (New York)’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Wealthspire Advisors (New York)’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 		$293K Buy
3,000
+23
+0.8% +$2.13K ﹤0.01% 737
2025
Q4 		$253K Sell
2,977
-1,191
-29% -$104K ﹤0.01% 876
2025
Q3 		$362K Hold
4,168
– – ﹤0.01% 614
2025
Q2 		$346K Hold
4,168
– – ﹤0.01% 625
2025
Q1 		$308K Hold
4,168
– – ﹤0.01% 636
2024
Q4 		$336K Buy
+4,168
New +$336K ﹤0.01% 625

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Bank of America
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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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Susquehanna International Group
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VA
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Wealthspire Advisors (New York)'s IDGT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 0.77% in Q1 2026, buying an estimated $2.13K and bringing the position to 3,000 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Wealthspire Advisors (New York) first reported a position in IDGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q3 2025. 59 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,000 shares of iShares US Digital Infrastructure and Real Estate ETF worth $293K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 23 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $2.13K.
  • iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #737 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealthspire Advisors (New York)'s iShares US Digital Infrastructure and Real Estate ETF position peaked at $362K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.