ZIG
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Zullo Investment Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-10
Closed -$691 – 407
2022
Q4 		$691 Hold
10
– – ﹤0.01% 740
2022
Q3 		$1K Hold
10
– – ﹤0.01% 739
2022
Q2 		$1K Hold
10
– – ﹤0.01% 756
2022
Q1 		$1K Hold
10
– – ﹤0.01% 776
2021
Q4 		$1K Buy
+10
New +$760 ﹤0.01% 789

Other funds holding IDGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zullo Investment Group's IDGT Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2023, closing a stake of 10 shares — an estimated $691 sold.

Zullo Investment Group first reported a position in IDGT in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 32 funds tracked by Wall St. Rank hold IDGT as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 10 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2023, an estimated $691.
  • Zullo Investment Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $1K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.