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 Q2	$360K	Buy	3,008 +8	+0.3%	+$953	﹤0.01%	927
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

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

Wealthspire Advisors (New York)'s IDGT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 0.27% in Q2 2026, buying an estimated $953 and bringing the position to 3,008 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Wealthspire Advisors (New York) first reported a position in IDGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q3 2025. 99 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Wealthspire Advisors (New York) held 3,008 shares of iShares US Digital Infrastructure and Real Estate ETF worth $360K as of Q2 2026.
Wealthspire Advisors (New York) bought 8 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2026, an estimated $953.
iShares US Digital Infrastructure and Real Estate ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #927 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 7 quarters since.
Wealthspire Advisors (New York)'s iShares US Digital Infrastructure and Real Estate ETF position peaked at $362K in Q3 2025.
99 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.