Well Done LLC’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Well Done LLC’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	$8.75M	Buy	+73,077	New	+$8.7M	1.18%	25

Other funds holding IDGT

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

High Point Wealth Management Chester, New Jersey $122M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Well Done LLC's IDGT Position: Q2 2026 in Review

Well Done LLC opened a new position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2026: 73,077 shares worth $8.75M. The stake represents 1.18% of the portfolio and ranks #25 among its holdings.

20 funds tracked by Wall St. Rank hold IDGT as of Q2 2026.

Well Done LLC held 73,077 shares of iShares US Digital Infrastructure and Real Estate ETF worth $8.75M as of Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF was a new Well Done LLC position in Q2 2026.
iShares US Digital Infrastructure and Real Estate ETF made up 1.18% of Well Done LLC's portfolio in Q2 2026, its #25 holding.
20 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.